Creative Planning
IYZ icon

Creative Planning’s iShares US Telecommunications ETF IYZ Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-874
Closed -$28K – 2814
2017
Q2 		$28K Buy
874
+374
+75% +$12.4K ﹤0.01% 2934
2017
Q1 		$16K Sell
500
-395
-44% -$13.4K ﹤0.01% 3276
2016
Q4 		$31K Buy
895
+395
+79% +$12.7K ﹤0.01% 2764
2016
Q3 		$16K Hold
500
– – ﹤0.01% 3204
2016
Q2 		$17K Hold
500
– – ﹤0.01% 2908
2016
Q1 		$15K Hold
500
– – ﹤0.01% 2958
2015
Q4 		$14K Hold
500
– – ﹤0.01% 3072
2015
Q3 		$14K Buy
+500
New +$14.3K ﹤0.01% 2991
2015
Q2 		– Sell
-1,672
Closed -$51K – 2068
2015
Q1 		$51K Buy
1,672
+448
+37% +$13.5K ﹤0.01% 2022
2014
Q4 		$36K Buy
1,224
+41
+3% +$1.21K ﹤0.01% 2212
2014
Q3 		$35K Sell
1,183
-278
-19% -$8.46K ﹤0.01% 2162
2014
Q2 		$44K Buy
1,461
+231
+19% +$6.85K ﹤0.01% 1946
2014
Q1 		$37K Buy
1,230
+47
+4% +$1.37K ﹤0.01% 1992
2013
Q4 		$35K Sell
1,183
-250
-17% -$7.16K ﹤0.01% 1826
2013
Q3 		$40K Buy
1,433
+600
+72% +$16.5K ﹤0.01% 1649
2013
Q2 		$22K Buy
+833
New +$21.8K ﹤0.01% 1869

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Creative Planning's IYZ Position: Q3 2017 in Review

Creative Planning sold out of iShares US Telecommunications ETF (IYZ) in Q3 2017, closing a stake of 874 shares — an estimated $28K sold.

Creative Planning first reported a position in IYZ in Q2 2013 and held it in 16 quarters. The position peaked at $51K in Q1 2015. 106 funds tracked by Wall St. Rank hold IYZ as of Q3 2017.

  • Creative Planning reported no remaining iShares US Telecommunications ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 874 iShares US Telecommunications ETF shares in Q3 2017, an estimated $28K.
  • Creative Planning first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's iShares US Telecommunications ETF position peaked at $51K in Q1 2015.
  • 106 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.