DCM
IYZ icon

Davis Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Davis Capital Management’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 		$21K Hold
775
– – 0.04% 159
2020
Q1 		$19K Buy
+775
New +$22.1K 0.04% 158

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
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
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
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

Davis Capital Management's IYZ Position: Q2 2020 in Review

Davis Capital Management held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2020 at 775 shares worth $21K. The position accounts for 0.04% of the portfolio, ranked #159.

Davis Capital Management first reported a position in IYZ in Q1 2020 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2020.

  • Davis Capital Management held 775 shares of iShares US Telecommunications ETF worth $21K as of Q2 2020.
  • Davis Capital Management left its iShares US Telecommunications ETF share count unchanged in Q2 2020.
  • iShares US Telecommunications ETF made up 0.04% of Davis Capital Management's portfolio in Q2 2020, its #159 holding.
  • Davis Capital Management first reported a position in iShares US Telecommunications ETF in Q1 2020 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2020.

Based on Davis Capital Management's 13F filing for Q2 2020, filed 29 Jul 2020.