WealthBridge Capital Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

WealthBridge Capital 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
2023 Q1	–	Sell	-17,779	Closed	-$377K	–	196
2022 Q4	$377K	Sell	17,779 -7,091	-29%	-$140K	0.16%	125
2022 Q3	$397K	Hold	24,870	–	–	0.17%	116
2022 Q2	$397K	Buy	+24,870	New	+$468K	0.17%	116
2019 Q2	–	Sell	-66	Closed	-$2K	–	452
2019 Q1	$2K	Buy	+66	New	+$1.63K	﹤0.01%	803

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

WealthBridge Capital Management's IEZ Position: Q1 2023 in Review

WealthBridge Capital Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2023, closing a stake of 17,779 shares — an estimated $377K sold.

WealthBridge Capital Management first reported a position in IEZ in Q1 2019 and held it in 4 quarters. The position peaked at $397K in Q3 2022. 82 funds tracked by Wall St. Rank hold IEZ as of Q1 2023.

WealthBridge Capital Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2023 after selling out during the quarter.
WealthBridge Capital Management sold 17,779 iShares US Oil Equipment & Services ETF shares in Q1 2023, an estimated $377K.
WealthBridge Capital Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2019 and held it in 4 quarters.
WealthBridge Capital Management's iShares US Oil Equipment & Services ETF position peaked at $397K in Q3 2022.
82 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2023.

Based on WealthBridge Capital Management's 13F filing for Q1 2023, filed 11 May 2023.