Waldron Private Wealth’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Hold |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $364K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $482K | Sell |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $528K | Hold |
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|
2022
Q1 | $638K | Buy |
|