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IYZ icon

Appropriate Balance Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Appropriate Balance Financial Services’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
2017
Q1 		– Sell
-78,593
Closed -$2.71M – 32
2016
Q4 		$2.71M Buy
78,593
+357
+0.5% +$11.5K 1.66% 13
2016
Q3 		$2.52M Buy
+78,236
New +$2.58M 1.62% 13

Other funds holding IYZ

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Appropriate Balance Financial Services's IYZ Position: Q1 2017 in Review

Appropriate Balance Financial Services sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 78,593 shares — an estimated $2.71M sold.

Appropriate Balance Financial Services first reported a position in IYZ in Q3 2016 and held it in 2 quarters. The position peaked at $2.71M in Q4 2016. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

  • Appropriate Balance Financial Services reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
  • Appropriate Balance Financial Services sold 78,593 iShares US Telecommunications ETF shares in Q1 2017, an estimated $2.71M.
  • Appropriate Balance Financial Services first reported a position in iShares US Telecommunications ETF in Q3 2016 and held it in 2 quarters.
  • Appropriate Balance Financial Services's iShares US Telecommunications ETF position peaked at $2.71M in Q4 2016.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q1 2017, filed 1 May 2017.