Ashton Thomas Private Wealth’s iShares US Telecommunications ETF IYZ Stock Holding History

Ashton Thomas Private Wealth’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
2021 Q1	–	Sell	-8,176	Closed	-$247K	–	318
2020 Q4	$247K	Buy	+8,176	New	+$236K	0.05%	276

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

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

Ashton Thomas Private Wealth's IYZ Position: Q1 2021 in Review

Ashton Thomas Private Wealth sold out of iShares US Telecommunications ETF (IYZ) in Q1 2021, closing a stake of 8,176 shares — an estimated $247K sold.

Ashton Thomas Private Wealth first reported a position in IYZ in Q4 2020 and held it in 1 quarter. The position peaked at $247K in Q4 2020. 125 funds tracked by Wall St. Rank hold IYZ as of Q1 2021.

Ashton Thomas Private Wealth reported no remaining iShares US Telecommunications ETF position as of Q1 2021 after selling out during the quarter.
Ashton Thomas Private Wealth sold 8,176 iShares US Telecommunications ETF shares in Q1 2021, an estimated $247K.
Ashton Thomas Private Wealth first reported a position in iShares US Telecommunications ETF in Q4 2020 and held it in 1 quarter.
Ashton Thomas Private Wealth's iShares US Telecommunications ETF position peaked at $247K in Q4 2020.
125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2021.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2021, filed 22 Apr 2024.