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Ellis Investment Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Ellis Investment Partners’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
2021
Q1 		– Sell
-110
Closed -$3K – 776
2020
Q4 		$3K Buy
+110
New +$3.18K ﹤0.01% 668

Other funds holding IYZ

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IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Ellis Investment Partners's IYZ Position: Q1 2021 in Review

Ellis Investment Partners sold out of iShares US Telecommunications ETF (IYZ) in Q1 2021, closing a stake of 110 shares — an estimated $3K sold.

Ellis Investment Partners first reported a position in IYZ in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 125 funds tracked by Wall St. Rank hold IYZ as of Q1 2021.

  • Ellis Investment Partners reported no remaining iShares US Telecommunications ETF position as of Q1 2021 after selling out during the quarter.
  • Ellis Investment Partners sold 110 iShares US Telecommunications ETF shares in Q1 2021, an estimated $3K.
  • Ellis Investment Partners first reported a position in iShares US Telecommunications ETF in Q4 2020 and held it in 1 quarter.
  • Ellis Investment Partners's iShares US Telecommunications ETF position peaked at $3K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2021.

Based on Ellis Investment Partners's 13F filing for Q1 2021, filed 3 May 2021.