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Avalon Investment & Advisory’s iShares US Telecommunications ETF IYZ Stock Holding History

Avalon Investment & Advisory’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
-142,670
Closed -$4.31M – 358
2020
Q4 		$4.31M Buy
+142,670
New +$4.13M 0.09% 143

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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

Avalon Investment & Advisory's IYZ Position: Q1 2021 in Review

Avalon Investment & Advisory sold out of iShares US Telecommunications ETF (IYZ) in Q1 2021, closing a stake of 142,670 shares — an estimated $4.31M sold.

Avalon Investment & Advisory first reported a position in IYZ in Q4 2020 and held it in 1 quarter. The position peaked at $4.31M in Q4 2020. 125 funds tracked by Wall St. Rank hold IYZ as of Q1 2021.

  • Avalon Investment & Advisory reported no remaining iShares US Telecommunications ETF position as of Q1 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 142,670 iShares US Telecommunications ETF shares in Q1 2021, an estimated $4.31M.
  • Avalon Investment & Advisory first reported a position in iShares US Telecommunications ETF in Q4 2020 and held it in 1 quarter.
  • Avalon Investment & Advisory's iShares US Telecommunications ETF position peaked at $4.31M in Q4 2020.
  • 125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2021.

Based on Avalon Investment & Advisory's 13F filing for Q1 2021, filed 13 May 2021.