IEZ · Insider trading · 13F holders · Congress trades
Services ETF (IEZ)
Who is buying and selling IEZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
IEZ at a glance
- No open-market insider purchases or sales of IEZ were filed in the last 90 days.
- 6 13F filers hold IEZ among their 50 largest positions, worth $143.6M combined. The biggest bets by portfolio weight are Tudor Financial Inc. (0.9%), Phoenix Financial Ltd. (0.9%) and Cottonwood Capital Advisors, LLC (0.8%).
- Members of Congress have disclosed 2 IEZ trades since 2016, 1 purchase and 0 sales in the past year; the latest was Thomas J. Rooney (R-FL), buying $15K–50K on Nov 21, 2018.
- IEZ last closed at $28.31 on Oct 30, 2026.
IEZ insider trading
No open-market insider purchases or sales of IEZ were filed in the last 90 days.
Who owns IEZ? Hedge funds and superinvestors
6 13F filers hold IEZ among their 50 largest positions, worth $143.6M combined. The biggest bets by portfolio weight are Tudor Financial Inc. (0.9%), Phoenix Financial Ltd. (0.9%) and Cottonwood Capital Advisors, LLC (0.8%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Phoenix Financial Ltd.Investment manager | 0.9% | $134.3M | 4,991,000 | — | Q2 2026 |
| Van Cleef Asset Management,IncWealth manager | 0.4% | $4.4M | 166,923 | -2.5% shares | Q3 2026 |
| Tudor Financial Inc.Wealth manager | 0.9% | $2.1M | 77,051 | -3.0% shares | Q2 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 0.8% | $1.3M | 50,304 | -0.2% shares | Q3 2026 |
| Brendel Financial Advisors LLCWealth manager | 0.5% | $1.2M | 43,423 | -3.7% shares | Q2 2026 |
| Global Wealth Management, LLCWealth manager | 0.2% | $378K | 14,268 | +0.3% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 3). Screen IEZ in the grand portfolio →
IEZ stock trades by members of Congress
Members of Congress have disclosed 2 IEZ trades since 2016, 1 purchase and 0 sales in the past year; the latest was Thomas J. Rooney (R-FL), buying $15K–50K on Nov 21, 2018.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Dec 12, 2018 | Thomas J. RooneyR-FL · House | Buy | $15K–50K | Nov 21, 2018 | +4.9% |
| Jul 12, 2016 | J. French HillR-AR · House | Buy | $15K–50K | May 31, 2016 | -24.4% |
2 members have traded IEZ: Thomas J. Rooney, J. French Hill.
IEZ questions and answers
Are insiders buying IEZ stock?
No open-market insider purchases or sales of IEZ were filed in the last 90 days.
Which hedge funds own IEZ?
6 13F filers hold IEZ among their 50 largest positions, worth $143.6M combined. The biggest bets by portfolio weight are Tudor Financial Inc. (0.9%), Phoenix Financial Ltd. (0.9%) and Cottonwood Capital Advisors, LLC (0.8%).
Has Congress traded IEZ?
Members of Congress have disclosed 2 IEZ trades since 2016, 1 purchase and 0 sales in the past year; the latest was Thomas J. Rooney (R-FL), buying $15K–50K on Nov 21, 2018.
Who is the largest holder of IEZ?
Among 13F filers, Phoenix Financial Ltd. reports the largest IEZ position, $134.3M (4,991,000 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Tudor Financial Inc.'s: 0.9% of its portfolio.
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