AA
IYZ icon

Advisory Alpha’s iShares US Telecommunications ETF IYZ Stock Holding History

Advisory Alpha’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
2020
Q2 		– Sell
-144
Closed -$3.85K – 362
2020
Q1 		$3.85K Buy
+144
New +$4.1K ﹤0.01% 524

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisory Alpha's IYZ Position: Q2 2020 in Review

Advisory Alpha sold out of iShares US Telecommunications ETF (IYZ) in Q2 2020, closing a stake of 144 shares — an estimated $3.85K sold.

Advisory Alpha first reported a position in IYZ in Q1 2020 and held it in 1 quarter. The position peaked at $3.85K in Q1 2020. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2020.

  • Advisory Alpha reported no remaining iShares US Telecommunications ETF position as of Q2 2020 after selling out during the quarter.
  • Advisory Alpha sold 144 iShares US Telecommunications ETF shares in Q2 2020, an estimated $3.85K.
  • Advisory Alpha first reported a position in iShares US Telecommunications ETF in Q1 2020 and held it in 1 quarter.
  • Advisory Alpha's iShares US Telecommunications ETF position peaked at $3.85K in Q1 2020.
  • 110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.