Van Cleef Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Van Cleef Asset Management’s Portfolio IEZ Stock Details IEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.6M	Sell	171,126 -2,595	-1%	-$78.1K	0.47%	31
2026 Q1	$5.03M	Sell	173,721 -2,528	-1%	-$67.3K	0.54%	27
2025 Q4	$3.68M	Buy	176,249 +206	+0.1%	+$4.18K	0.37%	34
2025 Q3	$3.4M	Buy	176,043 +12,969	+8%	+$238K	0.35%	37
2025 Q2	$2.77M	Sell	163,074 -12,638	-7%	-$212K	0.3%	39
2025 Q1	$3.43M	Sell	175,712 -1,494	-0.8%	-$30.2K	0.39%	35
2024 Q4	$3.51M	Buy	177,206 +170	+0.1%	+$3.5K	0.38%	35
2024 Q3	$3.56M	Sell	177,036 -4,133	-2%	-$88.4K	0.39%	37
2024 Q2	$4.03M	Sell	181,169 -510	-0.3%	-$11.5K	0.51%	30
2024 Q1	$4.3M	Sell	181,679 -2,832	-2%	-$60.4K	0.54%	30
2023 Q4	$4.04M	Sell	184,511 -1,230	-0.7%	-$27.5K	0.57%	29
2023 Q3	$4.47M	Sell	185,741 -1,573	-0.8%	-$37.2K	0.7%	30
2023 Q2	$3.77M	Buy	187,314 +44,657	+31%	+$846K	0.58%	30
2023 Q1	$2.76M	Sell	142,657 -830	-0.6%	-$17.7K	0.43%	35
2022 Q4	$3.04M	Sell	143,487 -1,280	-0.9%	-$25.2K	0.5%	32
2022 Q3	$2.08M	Sell	144,767 -1,148	-0.8%	-$18K	0.4%	40
2022 Q2	$2.33M	Sell	145,915 -2,098	-1%	-$39.5K	0.39%	40
2022 Q1	$2.85M	Sell	148,013 -470	-0.3%	-$7.89K	0.41%	38
2021 Q4	$1.91M	Buy	148,483 +975	+0.7%	+$13.6K	0.27%	47
2021 Q3	$2.02M	Sell	147,508 -3,855	-3%	-$51.4K	0.3%	42
2021 Q2	$2.32M	Sell	151,363 -14,682	-9%	-$215K	0.34%	41
2021 Q1	$2.23M	Sell	166,045 -2,000	-1%	-$26.9K	0.35%	41
2020 Q4	$1.89M	Sell	168,045 -1,705	-1%	-$15.8K	0.31%	42
2020 Q3	$1.22M	Buy	169,750 +590	+0.3%	+$5.23K	0.23%	49
2020 Q2	$1.46M	Buy	+169,160	New	+$1.36M	0.3%	46
2020 Q1	–	Sell	-49,560	Closed	-$1.01M	–	109
2019 Q4	$1.01M	Buy	+49,560	New	+$892K	0.21%	61
2019 Q2	–	Sell	-15,810	Closed	-$399K	–	117
2019 Q1	$399K	Sell	15,810 -23,285	-60%	-$573K	0.09%	80
2018 Q4	$798K	Buy	+39,095	New	+$1.1M	0.21%	59

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Van Cleef Asset Management's IEZ Position: Q2 2026 in Review

Van Cleef Asset Management reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 1.5% in Q2 2026, selling an estimated $78.1K and leaving 171,126 shares worth $4.6M. The position accounts for 0.47% of the portfolio, ranked #31.

Van Cleef Asset Management first reported a position in IEZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.03M in Q1 2026. 94 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Van Cleef Asset Management held 171,126 shares of iShares US Oil Equipment & Services ETF worth $4.6M as of Q2 2026.
Van Cleef Asset Management sold 2,595 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $78.1K.
iShares US Oil Equipment & Services ETF made up 0.47% of Van Cleef Asset Management's portfolio in Q2 2026, its #31 holding.
Van Cleef Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2018 and has held it in 28 quarters since.
Van Cleef Asset Management's iShares US Oil Equipment & Services ETF position peaked at $5.03M in Q1 2026.
94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Van Cleef Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.