WR Wealth Planners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

WR Wealth Planners’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
2022 Q3	–	Sell	-550	Closed	-$8.78K	–	538
2022 Q2	$8.78K	Hold	550	–	–	0.01%	293
2022 Q1	$10.6K	Buy	+550	New	+$9.23K	0.01%	290

Other funds holding IEZ

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WR Wealth Planners's IEZ Position: Q3 2022 in Review

WR Wealth Planners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2022, closing a stake of 550 shares — an estimated $8.78K sold.

WR Wealth Planners first reported a position in IEZ in Q1 2022 and held it in 2 quarters. The position peaked at $10.6K in Q1 2022. 67 funds tracked by Wall St. Rank hold IEZ as of Q3 2022.

WR Wealth Planners reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2022 after selling out during the quarter.
WR Wealth Planners sold 550 iShares US Oil Equipment & Services ETF shares in Q3 2022, an estimated $8.78K.
WR Wealth Planners first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and held it in 2 quarters.
WR Wealth Planners's iShares US Oil Equipment & Services ETF position peaked at $10.6K in Q1 2022.
67 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2022.

Based on WR Wealth Planners's 13F filing for Q3 2022, filed 10 Oct 2024.