Caldwell Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

Caldwell Trust’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
2020 Q4	–	Sell	-5,250	Closed	-$143K	–	726
2020 Q3	$143K	Buy	+5,250	New	+$149K	0.02%	289

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Caldwell Trust's IYZ Position: Q4 2020 in Review

Caldwell Trust sold out of iShares US Telecommunications ETF (IYZ) in Q4 2020, closing a stake of 5,250 shares — an estimated $143K sold.

Caldwell Trust first reported a position in IYZ in Q3 2020 and held it in 1 quarter. The position peaked at $143K in Q3 2020. 116 funds tracked by Wall St. Rank hold IYZ as of Q4 2020.

Caldwell Trust reported no remaining iShares US Telecommunications ETF position as of Q4 2020 after selling out during the quarter.
Caldwell Trust sold 5,250 iShares US Telecommunications ETF shares in Q4 2020, an estimated $143K.
Caldwell Trust first reported a position in iShares US Telecommunications ETF in Q3 2020 and held it in 1 quarter.
Caldwell Trust's iShares US Telecommunications ETF position peaked at $143K in Q3 2020.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.