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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

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Bank of America
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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.