Van Cleef Asset Management
IEZ icon

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
Q3 		$4.43M Sell
166,923
-4,203
-2% -$119K 0.44% 29
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Van Cleef Asset Management's IEZ Position: Q3 2026 in Review

Van Cleef Asset Management reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 2.5% in Q3 2026, selling an estimated $119K and leaving 166,923 shares worth $4.43M. The position accounts for 0.44% of the portfolio, ranked #29.

Van Cleef Asset Management first reported a position in IEZ in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.03M in Q1 2026. 14 funds tracked by Wall St. Rank hold IEZ as of Q3 2026.

  • Van Cleef Asset Management held 166,923 shares of iShares US Oil Equipment & Services ETF worth $4.43M as of Q3 2026.
  • Van Cleef Asset Management sold 4,203 iShares US Oil Equipment & Services ETF shares in Q3 2026, an estimated $119K.
  • iShares US Oil Equipment & Services ETF made up 0.44% of Van Cleef Asset Management's portfolio in Q3 2026, its #29 holding.
  • Van Cleef Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2018 and has held it in 29 quarters since.
  • Van Cleef Asset Management's iShares US Oil Equipment & Services ETF position peaked at $5.03M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2026.

Based on Van Cleef Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.