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IYZ icon

Ferguson Shapiro’s iShares US Telecommunications ETF IYZ Stock Holding History

Ferguson Shapiro’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
Q1 		– Sell
-51,469
Closed -$1.54M – 24
2019
Q4 		$1.54M Buy
+51,469
New +$1.52M 1.16% 18

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Ferguson Shapiro's IYZ Position: Q1 2020 in Review

Ferguson Shapiro sold out of iShares US Telecommunications ETF (IYZ) in Q1 2020, closing a stake of 51,469 shares — an estimated $1.54M sold.

Ferguson Shapiro first reported a position in IYZ in Q4 2019 and held it in 1 quarter. The position peaked at $1.54M in Q4 2019. 102 funds tracked by Wall St. Rank hold IYZ as of Q1 2020.

  • Ferguson Shapiro reported no remaining iShares US Telecommunications ETF position as of Q1 2020 after selling out during the quarter.
  • Ferguson Shapiro sold 51,469 iShares US Telecommunications ETF shares in Q1 2020, an estimated $1.54M.
  • Ferguson Shapiro first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 1 quarter.
  • Ferguson Shapiro's iShares US Telecommunications ETF position peaked at $1.54M in Q4 2019.
  • 102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2020.

Based on Ferguson Shapiro's 13F filing for Q1 2020, filed 21 Apr 2020.