Axiom Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Axiom Investment 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
2022 Q4	$45.4K	Hold	2,025	–	–	0.12%	67
2022 Q3	$42K	Hold	2,025	–	–	0.08%	170
2022 Q2	$51K	Hold	2,025	–	–	0.15%	65
2022 Q1	$61K	Hold	2,025	–	–	0.13%	80
2021 Q4	$67K	Hold	2,025	–	–	0.06%	122
2021 Q3	$66K	Hold	2,025	–	–	0.07%	123
2021 Q2	$67K	Hold	2,025	–	–	0.05%	139
2021 Q1	$65K	Buy	2,025 +1,995	+6,650%	+$63K	0.05%	151
2020 Q4	$61	Buy	+30	New	+$868	0.06%	119
2020 Q1	–	Sell	-50	Closed	-$1K	–	137
2019 Q4	$1K	Hold	50	–	–	﹤0.01%	135
2019 Q3	$1K	Sell	50 -50	-50%	-$1.47K	﹤0.01%	212
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	452
2019 Q1	$2K	Buy	+100	New	+$2.86K	﹤0.01%	433

Other funds holding IYZ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Axiom Investment Management's IYZ Position: Q4 2022 in Review

Axiom Investment Management held its iShares US Telecommunications ETF (IYZ) position steady in Q4 2022 at 2,025 shares worth $45.4K. The position accounts for 0.12% of the portfolio, ranked #67.

Axiom Investment Management first reported a position in IYZ in Q1 2019 and has held it in 13 quarters since. The position peaked at $67K in Q4 2021. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

Axiom Investment Management held 2,025 shares of iShares US Telecommunications ETF worth $45.4K as of Q4 2022.
Axiom Investment Management left its iShares US Telecommunications ETF share count unchanged in Q4 2022.
iShares US Telecommunications ETF made up 0.12% of Axiom Investment Management's portfolio in Q4 2022, its #67 holding.
Axiom Investment Management first reported a position in iShares US Telecommunications ETF in Q1 2019 and has held it in 13 quarters since.
Axiom Investment Management's iShares US Telecommunications ETF position peaked at $67K in Q4 2021.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.