B. Riley Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

B. Riley Wealth 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 Q2	$206	Buy	+8,199	New	+$222K	﹤0.01%	650
2015 Q3	–	Sell	-674	Closed	-$19K	–	476
2015 Q2	$19K	Hold	674	–	–	0.02%	615
2015 Q1	$20K	Buy	+674	New	+$20.3K	0.02%	608

Other funds holding IYZ

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

B. Riley Wealth Management's IYZ Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2022: 8,199 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IYZ as recently as Q2 2015.

B. Riley Wealth Management first reported a position in IYZ in Q1 2015 and has held it in 3 quarters since. The position peaked at $20K in Q1 2015. 134 funds tracked by Wall St. Rank hold IYZ as of Q2 2022.

B. Riley Wealth Management held 8,199 shares of iShares US Telecommunications ETF worth $206 as of Q2 2022.
iShares US Telecommunications ETF was a new B. Riley Wealth Management position in Q2 2022.
iShares US Telecommunications ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #650 holding.
B. Riley Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2015 and has held it in 3 quarters since.
B. Riley Wealth Management's iShares US Telecommunications ETF position peaked at $20K in Q1 2015.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.