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

Ferguson Wellman 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
2024
Q4 		– Sell
-21,051
Closed -$532K – 353
2024
Q3 		$532K Buy
+21,051
New +$485K 0.01% 238
2024
Q1 		– Sell
-51,021
Closed -$1.16M – 373
2023
Q4 		$1.16M Buy
+51,021
New +$1.09M 0.03% 183
2023
Q2 		– Sell
-24,066
Closed -$557K – 365
2023
Q1 		$557K Sell
24,066
-339,699
-93% -$7.92M 0.01% 242
2022
Q4 		$8.16M Buy
+363,765
New +$8.12M 0.21% 80
2021
Q1 		– Sell
-8,810
Closed -$266K – 370
2020
Q4 		$266K Hold
8,810
– – 0.01% 329
2020
Q3 		$240K Sell
8,810
-1,320
-13% -$37.4K 0.01% 320
2020
Q2 		$279K Hold
10,130
– – 0.01% 294
2020
Q1 		$252K Hold
10,130
– – 0.01% 281
2019
Q4 		$303K Hold
10,130
– – 0.01% 306
2019
Q3 		$296K Hold
10,130
– – 0.01% 297
2019
Q2 		$298K Sell
10,130
-2,070
-17% -$61.6K 0.01% 291
2019
Q1 		$363K Sell
12,200
-8,890
-42% -$254K 0.01% 269
2018
Q4 		$555K Buy
+21,090
New +$591K 0.02% 241

Other funds holding IYZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ferguson Wellman Capital Management's IYZ Position: Q4 2024 in Review

Ferguson Wellman Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2024, closing a stake of 21,051 shares — an estimated $532K sold.

Ferguson Wellman Capital Management first reported a position in IYZ in Q4 2018 and held it in 13 quarters. The position peaked at $8.16M in Q4 2022. 154 funds tracked by Wall St. Rank hold IYZ as of Q4 2024.

  • Ferguson Wellman Capital Management reported no remaining iShares US Telecommunications ETF position as of Q4 2024 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 21,051 iShares US Telecommunications ETF shares in Q4 2024, an estimated $532K.
  • Ferguson Wellman Capital Management first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 13 quarters.
  • Ferguson Wellman Capital Management's iShares US Telecommunications ETF position peaked at $8.16M in Q4 2022.
  • 154 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2024.

Based on Ferguson Wellman Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.