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IYZ icon

Dowling & Yahnke’s iShares US Telecommunications ETF IYZ Stock Holding History

Dowling & Yahnke’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
Q3 		$734K Sell
35,131
-7,960
-18% -$199K 0.03% 246
2022
Q2 		$1.08M Buy
43,091
+3,674
+9% +$99.3K 0.05% 220
2022
Q1 		$1.18M Buy
39,417
+4,878
+14% +$149K 0.05% 216
2021
Q4 		$1.14M Sell
34,539
-715
-2% -$23K 0.05% 221
2021
Q3 		$1.14M Sell
35,254
-390
-1% -$13.1K 0.06% 208
2021
Q2 		$1.18M Sell
35,644
-365
-1% -$12.1K 0.07% 199
2021
Q1 		$1.16M Hold
36,009
– – 0.08% 195
2020
Q4 		$1.09M Sell
36,009
-500
-1% -$14.5K 0.08% 192
2020
Q3 		$993K Sell
36,509
-2,770
-7% -$78.4K 0.08% 187
2020
Q2 		$1.08M Sell
39,279
-19,773
-33% -$537K 0.09% 183
2020
Q1 		$1.47M Sell
59,052
-4,015
-6% -$114K 0.14% 153
2019
Q4 		$1.88M Sell
63,067
-1,670
-3% -$49.2K 0.14% 153
2019
Q3 		$1.89M Sell
64,737
-885
-1% -$26K 0.16% 144
2019
Q2 		$1.93M Sell
65,622
-1,150
-2% -$34.2K 0.16% 147
2019
Q1 		$1.99M Buy
66,772
+20,708
+45% +$593K 0.19% 124
2018
Q4 		$1.32M Buy
46,064
+1,642
+4% +$46K 0.14% 148
2018
Q3 		$1.32M Sell
44,422
-1,210
-3% -$34.9K 0.12% 177
2018
Q2 		$1.26M Sell
45,632
-805
-2% -$22.1K 0.12% 177
2018
Q1 		$1.25M Buy
46,437
+700
+2% +$19.9K 0.12% 173
2017
Q4 		$1.34M Sell
45,737
-1,197
-3% -$35.5K 0.12% 169
2017
Q3 		$1.43M Sell
46,934
-1,115
-2% -$35.1K 0.14% 155
2017
Q2 		$1.55M Sell
48,049
-1,415
-3% -$46.8K 0.16% 149
2017
Q1 		$1.6M Sell
49,464
-630
-1% -$21.4K 0.17% 147
2016
Q4 		$1.73M Sell
50,094
-1,425
-3% -$45.9K 0.19% 134
2016
Q3 		$1.66M Sell
51,519
-1,275
-2% -$42K 0.19% 131
2016
Q2 		$1.76M Sell
52,794
-3,972
-7% -$124K 0.21% 127
2016
Q1 		$1.74M Sell
56,766
-3,565
-6% -$101K 0.22% 123
2015
Q4 		$1.74M Buy
60,331
+333
+0.6% +$9.7K 0.22% 120
2015
Q3 		$1.62M Sell
59,998
-290
-0.5% -$8.3K 0.22% 120
2015
Q2 		$1.76M Sell
60,288
-1,094
-2% -$33.3K 0.22% 119
2015
Q1 		$1.85M Sell
61,382
-1,651
-3% -$49.6K 0.23% 117
2014
Q4 		$1.85M Sell
63,033
-600
-0.9% -$17.8K 0.23% 121
2014
Q3 		$1.91M Sell
63,633
-1,050
-2% -$31.9K 0.25% 112
2014
Q2 		$1.96M Sell
64,683
-3,805
-6% -$113K 0.25% 112
2014
Q1 		$2.05M Sell
68,488
-2,131
-3% -$62.2K 0.27% 108
2013
Q4 		$2.1M Sell
70,619
-3,405
-5% -$97.5K 0.3% 103
2013
Q3 		$2.04M Sell
74,024
-10,620
-13% -$292K 0.32% 100
2013
Q2 		$2.19M Buy
+84,644
New +$2.21M 0.36% 92

Other funds holding IYZ

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Dowling & Yahnke's IYZ Position: Q3 2022 in Review

Dowling & Yahnke reduced its iShares US Telecommunications ETF (IYZ) stake by 18% in Q3 2022, selling an estimated $199K and leaving 35,131 shares worth $734K. The position accounts for 0.03% of the portfolio, ranked #246.

Dowling & Yahnke first reported a position in IYZ in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.19M in Q2 2013. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

  • Dowling & Yahnke held 35,131 shares of iShares US Telecommunications ETF worth $734K as of Q3 2022.
  • Dowling & Yahnke sold 7,960 iShares US Telecommunications ETF shares in Q3 2022, an estimated $199K.
  • iShares US Telecommunications ETF made up 0.03% of Dowling & Yahnke's portfolio in Q3 2022, its #246 holding.
  • Dowling & Yahnke first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 38 quarters since.
  • Dowling & Yahnke's iShares US Telecommunications ETF position peaked at $2.19M in Q2 2013.
  • 128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.