AWM
IYZ icon

Aevitas Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Aevitas Wealth Management’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
2018
Q1 		– Sell
-292
Closed -$9K – 457
2017
Q4 		$9K Buy
+292
New +$8.66K 0.01% 325

Other funds holding IYZ

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Aevitas Wealth Management's IYZ Position: Q1 2018 in Review

Aevitas Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 292 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in IYZ in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

  • Aevitas Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 292 iShares US Telecommunications ETF shares in Q1 2018, an estimated $9K.
  • Aevitas Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 1 quarter.
  • Aevitas Wealth Management's iShares US Telecommunications ETF position peaked at $9K in Q4 2017.
  • 127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on Aevitas Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.