Antonetti Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Antonetti Capital 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
2023 Q3	$234K	Sell	10,920 -23	-0.2%	-$508	0.37%	41
2023 Q2	$242K	Hold	10,943	–	–	0.35%	39
2023 Q1	$253K	Hold	10,943	–	–	0.37%	36
2022 Q4	$245K	Sell	10,943 -8,955	-45%	-$200K	0.34%	39
2022 Q3	$415K	Sell	19,898 -58	-0.3%	-$1.45K	0.48%	28
2022 Q2	$501K	Sell	19,956 -567	-3%	-$15.3K	0.53%	28
2022 Q1	$613K	Sell	20,523 -605	-3%	-$18.5K	0.58%	28
2021 Q4	$695K	Sell	21,128 -61	-0.3%	-$1.96K	0.54%	30
2021 Q3	$688K	Buy	+21,189	New	+$714K	0.56%	30
2014 Q3	$563K	Sell	18,810 -8,838	-32%	-$269K	0.99%	27
2014 Q2	$839K	Buy	27,648 +24,223	+707%	+$718K	0.66%	36
2014 Q1	$103K	Buy	+3,425	New	+$100K	0.09%	73

Other funds holding IYZ

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

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

PCH

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Antonetti Capital Management's IYZ Position: Q3 2023 in Review

Antonetti Capital Management reduced its iShares US Telecommunications ETF (IYZ) stake by 0.21% in Q3 2023, selling an estimated $508 and leaving 10,920 shares worth $234K. The position accounts for 0.37% of the portfolio, ranked #41.

Antonetti Capital Management first reported a position in IYZ in Q1 2014 and has held it in 12 quarters since. The position peaked at $839K in Q2 2014. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

Antonetti Capital Management held 10,920 shares of iShares US Telecommunications ETF worth $234K as of Q3 2023.
Antonetti Capital Management sold 23 iShares US Telecommunications ETF shares in Q3 2023, an estimated $508.
iShares US Telecommunications ETF made up 0.37% of Antonetti Capital Management's portfolio in Q3 2023, its #41 holding.
Antonetti Capital Management first reported a position in iShares US Telecommunications ETF in Q1 2014 and has held it in 12 quarters since.
Antonetti Capital Management's iShares US Telecommunications ETF position peaked at $839K in Q2 2014.
118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.