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Braver Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Braver 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
2016
Q4 		$3.33M Buy
+96,650
New +$3.11M 0.54% 56
2016
Q3 		– Sell
-219,339
Closed -$7.3M – 148
2016
Q2 		$7.3M Buy
+219,339
New +$6.86M 1.25% 20

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Braver Wealth Management's IYZ Position: Q4 2016 in Review

Braver Wealth Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q4 2016: 96,650 shares worth $3.33M. The stake represents 0.54% of the portfolio and ranks #56 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in IYZ as recently as Q2 2016.

Braver Wealth Management first reported a position in IYZ in Q2 2016 and has held it in 2 quarters since. The position peaked at $7.3M in Q2 2016. 125 funds tracked by Wall St. Rank hold IYZ as of Q4 2016.

  • Braver Wealth Management held 96,650 shares of iShares US Telecommunications ETF worth $3.33M as of Q4 2016.
  • iShares US Telecommunications ETF was a new Braver Wealth Management position in Q4 2016.
  • iShares US Telecommunications ETF made up 0.54% of Braver Wealth Management's portfolio in Q4 2016, its #56 holding.
  • Braver Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2016 and has held it in 2 quarters since.
  • Braver Wealth Management's iShares US Telecommunications ETF position peaked at $7.3M in Q2 2016.
  • 125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.