Bessemer Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Bessemer Group’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 Q3	–	Sell	-1,079	Closed	-$27K	–	2094
2022 Q2	$27K	Sell	1,079 -1,995	-65%	-$53.9K	﹤0.01%	1211
2022 Q1	$92K	Hold	3,074	–	–	﹤0.01%	983
2021 Q4	$101K	Hold	3,074	–	–	﹤0.01%	997
2021 Q3	$100K	Buy	+3,074	New	+$104K	﹤0.01%	935
2018 Q2	–	Sell	-150	Closed	-$4K	–	1735
2018 Q1	$4K	Hold	150	–	–	﹤0.01%	1562
2017 Q4	$4K	Hold	150	–	–	﹤0.01%	1581
2017 Q3	$5K	Hold	150	–	–	﹤0.01%	1663
2017 Q2	$5K	Hold	150	–	–	﹤0.01%	1674
2017 Q1	$5K	Hold	150	–	–	﹤0.01%	1609
2016 Q4	$5K	Hold	150	–	–	﹤0.01%	1736
2016 Q3	$5K	Sell	150 -300	-67%	-$9.89K	﹤0.01%	1639
2016 Q2	$15K	Hold	450	–	–	﹤0.01%	1027
2016 Q1	$14K	Hold	450	–	–	﹤0.01%	1108
2015 Q4	$13K	Hold	450	–	–	﹤0.01%	1180
2015 Q3	$12K	Hold	450	–	–	﹤0.01%	1178
2015 Q2	$13K	Hold	450	–	–	﹤0.01%	1193
2015 Q1	$14K	Hold	450	–	–	﹤0.01%	1172
2014 Q4	$13K	Hold	450	–	–	﹤0.01%	1200
2014 Q3	$13K	Hold	450	–	–	﹤0.01%	1068
2014 Q2	$14K	Hold	450	–	–	﹤0.01%	1062
2014 Q1	$13K	Hold	450	–	–	﹤0.01%	1050
2013 Q4	$13K	Hold	450	–	–	﹤0.01%	1052
2013 Q3	$12K	Hold	450	–	–	﹤0.01%	1013
2013 Q2	$12K	Buy	+450	New	+$11.8K	﹤0.01%	1006

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RJFSA

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

Bessemer Group's IYZ Position: Q3 2022 in Review

Bessemer Group sold out of iShares US Telecommunications ETF (IYZ) in Q3 2022, closing a stake of 1,079 shares — an estimated $27K sold.

Bessemer Group first reported a position in IYZ in Q2 2013 and held it in 24 quarters. The position peaked at $101K in Q4 2021. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

Bessemer Group reported no remaining iShares US Telecommunications ETF position as of Q3 2022 after selling out during the quarter.
Bessemer Group sold 1,079 iShares US Telecommunications ETF shares in Q3 2022, an estimated $27K.
Bessemer Group first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 24 quarters.
Bessemer Group's iShares US Telecommunications ETF position peaked at $101K in Q4 2021.
128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Bessemer Group's 13F filing for Q3 2022, filed 9 Nov 2022.