Clearview Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Clearview Wealth Advisors’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 Q4	–	Sell	-2,067	Closed	-$43K	–	641
2022 Q3	$43K	Hold	2,067	–	–	0.03%	181
2022 Q2	$52K	Hold	2,067	–	–	0.04%	184
2022 Q1	$62K	Hold	2,067	–	–	0.04%	179
2021 Q4	$68K	Sell	2,067 -1	-0%	-$32	0.04%	205
2021 Q3	$67K	Buy	2,068 +1	+0%	+$34	0.04%	208
2021 Q2	$69K	Buy	2,067 +12	+0.6%	+$398	0.04%	211
2021 Q1	$66K	Buy	2,055 +16	+0.8%	+$505	0.04%	202
2020 Q4	$62K	Buy	+2,039	New	+$59K	0.04%	179

Other funds holding IYZ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clearview Wealth Advisors's IYZ Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2022, closing a stake of 2,067 shares — an estimated $43K sold.

Clearview Wealth Advisors first reported a position in IYZ in Q4 2020 and held it in 8 quarters. The position peaked at $69K in Q2 2021. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

Clearview Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 2,067 iShares US Telecommunications ETF shares in Q4 2022, an estimated $43K.
Clearview Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's iShares US Telecommunications ETF position peaked at $69K in Q2 2021.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.