Advisornet Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Advisornet Financial’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-255	Closed	-$5K	–	2437
2022 Q3	$5K	Sell	255 -366	-59%	-$9.13K	﹤0.01%	1518
2022 Q2	$16K	Buy	621 +3	+0.5%	+$81	﹤0.01%	1209
2022 Q1	$18K	Buy	618 +29	+5%	+$885	﹤0.01%	1278
2021 Q4	$19K	Buy	589 +3	+0.5%	+$97	﹤0.01%	1299
2021 Q3	$19K	Buy	586 +306	+109%	+$10.3K	﹤0.01%	1265
2021 Q2	$9K	Buy	280 +208	+289%	+$6.9K	﹤0.01%	1444
2021 Q1	$2K	Sell	72 -27	-27%	-$853	﹤0.01%	1636
2020 Q4	$3K	Hold	99	–	–	﹤0.01%	1509
2020 Q3	$3K	Buy	+99	New	+$2.8K	﹤0.01%	1500
2020 Q1	–	Sell	-1,080	Closed	-$32K	–	1859
2019 Q4	$32K	Buy	+1,080	New	+$31.8K	﹤0.01%	1037
2019 Q3	–	Sell	-12	Closed	–	–	1901
2019 Q2	$0	Buy	+12	New	+$357	﹤0.01%	1742

Other funds holding IYZ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisornet Financial's IYZ Position: Q4 2022 in Review

Advisornet Financial sold out of iShares US Telecommunications ETF (IYZ) in Q4 2022, closing a stake of 255 shares — an estimated $5K sold.

Advisornet Financial first reported a position in IYZ in Q2 2019 and held it in 11 quarters. The position peaked at $32K in Q4 2019. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

Advisornet Financial reported no remaining iShares US Telecommunications ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 255 iShares US Telecommunications ETF shares in Q4 2022, an estimated $5K.
Advisornet Financial first reported a position in iShares US Telecommunications ETF in Q2 2019 and held it in 11 quarters.
Advisornet Financial's iShares US Telecommunications ETF position peaked at $32K in Q4 2019.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.