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Aveo Capital Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Aveo Capital Partners’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
Q2 		– Sell
-17,670
Closed -$528K – 284
2022
Q1 		$528K Sell
17,670
-808
-4% -$24.7K 0.09% 172
2021
Q4 		$608K Buy
18,478
+117
+0.6% +$3.77K 0.11% 156
2021
Q3 		$596K Buy
18,361
+130
+0.7% +$4.38K 0.12% 144
2021
Q2 		$606K Buy
18,231
+167
+0.9% +$5.54K 0.13% 143
2021
Q1 		$584K Buy
18,064
+1,617
+10% +$51.1K 0.15% 128
2020
Q4 		$497K Sell
16,447
-2,306
-12% -$66.7K 0.77% 38
2020
Q3 		$510K Buy
18,753
+681
+4% +$19.3K 0.18% 109
2020
Q2 		$498K Sell
18,072
-30,411
-63% -$827K 1% 27
2020
Q1 		$1.21M Sell
48,483
-794
-2% -$22.6K 0.59% 45
2019
Q4 		$1.47M Sell
49,277
-4,480
-8% -$132K 0.58% 48
2019
Q3 		$1.59M Sell
53,757
-1,146
-2% -$33.6K 0.66% 51
2019
Q2 		$1.67M Buy
54,903
+1,315
+2% +$39.1K 0.72% 47
2019
Q1 		$1.59M Buy
+53,588
New +$1.53M 0.74% 46

Other funds holding IYZ

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Aveo Capital Partners's IYZ Position: Q2 2022 in Review

Aveo Capital Partners sold out of iShares US Telecommunications ETF (IYZ) in Q2 2022, closing a stake of 17,670 shares — an estimated $528K sold.

Aveo Capital Partners first reported a position in IYZ in Q1 2019 and held it in 13 quarters. The position peaked at $1.67M in Q2 2019. 134 funds tracked by Wall St. Rank hold IYZ as of Q2 2022.

  • Aveo Capital Partners reported no remaining iShares US Telecommunications ETF position as of Q2 2022 after selling out during the quarter.
  • Aveo Capital Partners sold 17,670 iShares US Telecommunications ETF shares in Q2 2022, an estimated $528K.
  • Aveo Capital Partners first reported a position in iShares US Telecommunications ETF in Q1 2019 and held it in 13 quarters.
  • Aveo Capital Partners's iShares US Telecommunications ETF position peaked at $1.67M in Q2 2019.
  • 134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.