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Confluence Wealth Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-21
Closed – – 705
2021
Q4 		$0 Buy
+21
New +$676 ﹤0.01% 1252

Other funds holding IYZ

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 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

Confluence Wealth Services's IYZ Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 21 shares.

Confluence Wealth Services first reported a position in IYZ in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 21 iShares US Telecommunications ETF shares in Q1 2022.
  • Confluence Wealth Services first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares US Telecommunications ETF position peaked at $0 in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.