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Upturn AI SWOT - About
iShares U.S. Oil Equipment & Services ETF (IEZ)
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Upturn Advisory Summary
07/31/2025: IEZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -9.38% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.3 | 52 Weeks Range 14.33 - 23.52 | Updated Date 06/30/2025 |
52 Weeks Range 14.33 - 23.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares U.S. Oil Equipment & Services ETF
ETF Overview
Overview
The iShares U.S. Oil Equipment & Services ETF (IEZ) seeks to track the investment results of an index composed of U.S. equities in the oil equipment and services sector. It focuses on companies that provide equipment and services to oil and gas exploration and production companies.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers, known for its extensive ETF offerings and reliable performance.
Management Expertise
BlackRock has a highly experienced management team with expertise in managing a wide range of investment strategies and ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the oil equipment and services sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management investment strategy by tracking the investment results of an underlying index.
Composition The ETF primarily holds stocks of companies involved in oil equipment manufacturing, oil and gas services, and related activities.
Market Position
Market Share: IEZ's market share fluctuates based on investor flows and relative performance compared to other ETFs in the sector.
Total Net Assets (AUM): 211952354.8
Competitors
Key Competitors
- OIH
- XES
- PXJ
Competitive Landscape
The competitive landscape is dominated by a few major ETFs, with IEZ being a significant player. IEZ benefits from BlackRock's brand recognition and broad investor access. However, OIH has a larger AUM and is more actively traded. XES provides more diverse exposure. IEZ offers a balance between diversification and focus within the oil equipment and services sector.
Financial Performance
Historical Performance: Historical performance varies based on the price of oil and gas. Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance is typically compared to the Dow Jones U.S. Oil Equipment & Services Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume for IEZ is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for IEZ is usually tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as oil prices, rig counts, and energy demand significantly impact IEZ's performance. Geopolitical events and regulatory changes also influence the sector.
Growth Trajectory
Growth is tied to global energy demand and oil exploration activity, with strategy changes to rebalance holdings based on index updates.
Moat and Competitive Advantages
Competitive Edge
IEZ benefits from BlackRock's strong brand recognition and extensive distribution network. Its focus on U.S. oil equipment and services companies can be attractive to investors seeking exposure to domestic energy infrastructure. The ETF's low expense ratio enhances its competitive position. BlackRock's expertise in managing ETFs gives IEZ a reputational advantage, attracting both institutional and retail investors who value reliability and transparency.
Risk Analysis
Volatility
IEZ can experience high volatility due to its concentration in the energy sector, which is sensitive to oil price fluctuations and geopolitical events.
Market Risk
Specific risks include commodity price risk, regulatory risk (related to environmental policies), and technological disruption risks (e.g., shift to renewable energy sources).
Investor Profile
Ideal Investor Profile
Investors who believe in the long-term growth of the energy sector, particularly in oil equipment and services, and are comfortable with sector-specific volatility.
Market Risk
IEZ is suitable for investors seeking sector-specific exposure as part of a diversified portfolio or active traders looking to capitalize on short-term price movements.
Summary
The iShares U.S. Oil Equipment & Services ETF (IEZ) offers targeted exposure to U.S. companies in the oil equipment and services sector. It is managed by BlackRock and aims to track the performance of the Dow Jones U.S. Oil Equipment & Services Index. Its performance is closely tied to oil prices and energy demand. While it offers potential growth opportunities, it is subject to sector-specific risks and volatility, making it suitable for investors with a higher risk tolerance and a bullish outlook on the energy sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Oil Equipment & Services ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the oil equipment and services sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.