Capital Advisory Group Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Capital Advisory Group Advisory Services’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	-692	Closed	-$18K	–	167
2022 Q2	$18K	Hold	692	–	–	0.01%	175
2022 Q1	$21K	Sell	692 -32,634	-98%	-$996K	0.01%	298
2021 Q4	$3.83M	Buy	33,326 +32,366	+3,371%	+$1.04M	1.66%	13
2021 Q3	$31K	Hold	960	–	–	0.01%	289
2021 Q2	$32K	Hold	960	–	–	0.01%	292
2021 Q1	$31K	Sell	960 -1,823	-66%	-$57.6K	0.01%	276
2020 Q4	$84K	Sell	2,783 -249	-8%	-$7.2K	0.04%	222
2020 Q3	$82K	Hold	3,032	–	–	0.04%	183
2020 Q2	$84K	Sell	3,032 -251	-8%	-$6.82K	0.05%	180
2020 Q1	$80K	Sell	3,283 -6,628	-67%	-$189K	0.1%	96
2019 Q4	$297K	Sell	9,911 -713	-7%	-$21K	0.16%	79
2019 Q3	$311K	Sell	10,624 -390	-4%	-$11.4K	0.21%	56
2019 Q2	$325K	Sell	11,014 -6,498	-37%	-$193K	0.22%	55
2019 Q1	$518K	Sell	17,512 -3,059	-15%	-$87.6K	0.37%	42
2018 Q4	$542K	Sell	20,571 -1,222	-6%	-$34.2K	0.42%	39
2018 Q3	$649K	Buy	21,793 +1,215	+6%	+$35K	0.43%	43
2018 Q2	$569K	Buy	20,578 +7,235	+54%	+$199K	0.41%	39
2018 Q1	$362K	Buy	+13,343	New	+$380K	0.26%	52

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

Capital Advisory Group Advisory Services's IYZ Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q3 2022, closing a stake of 692 shares — an estimated $18K sold.

Capital Advisory Group Advisory Services first reported a position in IYZ in Q1 2018 and held it in 18 quarters. The position peaked at $3.83M in Q4 2021. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 692 iShares US Telecommunications ETF shares in Q3 2022, an estimated $18K.
Capital Advisory Group Advisory Services first reported a position in iShares US Telecommunications ETF in Q1 2018 and held it in 18 quarters.
Capital Advisory Group Advisory Services's iShares US Telecommunications ETF position peaked at $3.83M in Q4 2021.
128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.