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

Campbell 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
2020
Q3 		– Sell
-175
Closed -$5K – 213
2020
Q2 		$5K Buy
+175
New +$4.76K ﹤0.01% 305

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Campbell Wealth Management's IYZ Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2020, closing a stake of 175 shares — an estimated $5K sold.

Campbell Wealth Management first reported a position in IYZ in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 105 funds tracked by Wall St. Rank hold IYZ as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 175 iShares US Telecommunications ETF shares in Q3 2020, an estimated $5K.
  • Campbell Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares US Telecommunications ETF position peaked at $5K in Q2 2020.
  • 105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.