Claraphi Advisory Network’s iShares US Telecommunications ETF IYZ Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-362	Closed	-$9K	–	758
2020 Q1	$9K	Buy	+362	New	+$10.3K	﹤0.01%	791
2019 Q4	–	Sell	-354	Closed	-$10K	–	320
2019 Q3	$10K	Buy	+354	New	+$10.4K	0.01%	334

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJFSA

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

Claraphi Advisory Network's IYZ Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares US Telecommunications ETF (IYZ) in Q2 2020, closing a stake of 362 shares — an estimated $9K sold.

Claraphi Advisory Network first reported a position in IYZ in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares US Telecommunications ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 362 iShares US Telecommunications ETF shares in Q2 2020, an estimated $9K.
Claraphi Advisory Network first reported a position in iShares US Telecommunications ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares US Telecommunications ETF position peaked at $10K in Q3 2019.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.