American Portfolios Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

American Portfolios Advisors’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 Q3	$1.9K	Hold	91	–	–	﹤0.01%	3140
2022 Q2	$2.29K	Hold	91	–	–	﹤0.01%	3098
2022 Q1	$2.72K	Hold	91	–	–	﹤0.01%	3146
2021 Q4	$3K	Hold	91	–	–	﹤0.01%	3070
2021 Q3	$2.95K	Sell	91 -212	-70%	-$7.14K	﹤0.01%	3049
2021 Q2	$10.1K	Sell	303 -251	-45%	-$8.32K	﹤0.01%	2513
2021 Q1	$17.9K	Buy	554 +212	+62%	+$6.7K	﹤0.01%	2125
2020 Q4	$10.3K	Hold	342	–	–	﹤0.01%	2097
2020 Q3	$9.3K	Hold	342	–	–	﹤0.01%	2008
2020 Q2	$9.43K	Buy	342 +251	+276%	+$6.82K	﹤0.01%	1939
2020 Q1	$2.26K	Hold	91	–	–	﹤0.01%	2352
2019 Q4	$2.72K	Hold	91	–	–	﹤0.01%	2486
2019 Q3	$2.66K	Hold	91	–	–	﹤0.01%	2424
2019 Q2	$2.68K	Sell	91 -18,306	-100%	-$545K	﹤0.01%	2389
2019 Q1	$547K	Buy	18,397 +735	+4%	+$21K	0.05%	349
2018 Q4	$465K	Buy	+17,662	New	+$495K	0.06%	291

Other funds holding IYZ

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Portfolios Advisors's IYZ Position: Q3 2022 in Review

American Portfolios Advisors held its iShares US Telecommunications ETF (IYZ) position steady in Q3 2022 at 91 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

American Portfolios Advisors first reported a position in IYZ in Q4 2018 and has held it in 16 quarters since. The position peaked at $547K in Q1 2019. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

American Portfolios Advisors held 91 shares of iShares US Telecommunications ETF worth $1.9K as of Q3 2022.
American Portfolios Advisors left its iShares US Telecommunications ETF share count unchanged in Q3 2022.
iShares US Telecommunications ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3140 holding.
American Portfolios Advisors first reported a position in iShares US Telecommunications ETF in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's iShares US Telecommunications ETF position peaked at $547K in Q1 2019.
128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.