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Forvis Mazars Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Forvis Mazars Wealth Advisors’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
Q2 		– Sell
-8,728
Closed -$261K – 394
2022
Q1 		$261K Sell
8,728
-2,786
-24% -$85K 0.01% 262
2021
Q4 		$379K Sell
11,514
-1,876
-14% -$60.4K 0.02% 203
2021
Q3 		$435K Hold
13,390
– – 0.02% 188
2021
Q2 		$445K Sell
13,390
-1,489
-10% -$49.4K 0.02% 181
2021
Q1 		$481K Hold
14,879
– – 0.02% 176
2020
Q4 		$450K Sell
14,879
-5,204
-26% -$151K 0.02% 242
2020
Q3 		$546K Sell
20,083
-1,326
-6% -$37.5K 0.03% 198
2020
Q2 		$590K Sell
21,409
-3,168
-13% -$86.1K 0.04% 175
2020
Q1 		$611K Sell
24,577
-5,681
-19% -$162K 0.05% 151
2019
Q4 		$904K Sell
30,258
-2,012
-6% -$59.3K 0.07% 124
2019
Q3 		$942K Sell
32,270
-2,595
-7% -$76.1K 0.08% 116
2019
Q2 		$1.03M Sell
34,865
-1,896
-5% -$56.4K 0.08% 110
2019
Q1 		$1.09M Sell
36,761
-5,282
-13% -$151K 0.09% 108
2018
Q4 		$1.11M Sell
42,043
-42,787
-50% -$1.2M 0.11% 86
2018
Q3 		$2.52M Buy
84,830
+5,536
+7% +$160K 0.22% 61
2018
Q2 		$2.19M Sell
79,294
-6,195
-7% -$170K 0.21% 64
2018
Q1 		$2.31M Buy
85,489
+6,729
+9% +$191K 0.23% 61
2017
Q4 		$2.32M Buy
78,760
+13,136
+20% +$390K 0.23% 62
2017
Q3 		$2M Buy
65,624
+2,884
+5% +$90.7K 0.22% 65
2017
Q2 		$2.02M Buy
62,740
+1,665
+3% +$55.1K 0.23% 67
2017
Q1 		$1.98M Buy
61,075
+5,044
+9% +$171K 0.24% 59
2016
Q4 		$1.93M Buy
56,031
+9
+0% +$290 0.25% 53
2016
Q3 		$1.8M Buy
56,022
+1,917
+4% +$63.2K 0.25% 51
2016
Q2 		$1.8M Buy
54,105
+725
+1% +$22.7K 0.27% 49
2016
Q1 		$1.64M Buy
53,380
+3,287
+7% +$93.1K 0.26% 49
2015
Q4 		$1.44M Buy
50,093
+204
+0.4% +$5.94K 0.22% 57
2015
Q3 		$1.35M Sell
49,889
-6,563
-12% -$188K 0.24% 57
2015
Q2 		$1.65M Sell
56,452
-406
-0.7% -$12.4K 0.25% 53
2015
Q1 		$1.72M Sell
56,858
-1,101
-2% -$33.1K 0.25% 56
2014
Q4 		$1.7M Sell
57,959
-137
-0.2% -$4.05K 0.28% 52
2014
Q3 		$1.74M Sell
58,096
-807
-1% -$24.5K 0.3% 50
2014
Q2 		$1.79M Sell
58,903
-3,080
-5% -$91.3K 0.3% 48
2014
Q1 		$1.86M Buy
61,983
+4,765
+8% +$139K 0.33% 52
2013
Q4 		$1.7M Sell
57,218
-1,023
-2% -$29.3K 0.32% 53
2013
Q3 		$1.61M Sell
58,241
-1,749
-3% -$48.1K 0.33% 51
2013
Q2 		$1.55M Buy
+59,990
New +$1.57M 1.23% 34

Other funds holding IYZ

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IYZ Position: Q2 2022 in Review

Forvis Mazars Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2022, closing a stake of 8,728 shares — an estimated $261K sold.

Forvis Mazars Wealth Advisors first reported a position in IYZ in Q2 2013 and held it in 36 quarters. The position peaked at $2.52M in Q3 2018. 134 funds tracked by Wall St. Rank hold IYZ as of Q2 2022.

  • Forvis Mazars Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2022 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 8,728 iShares US Telecommunications ETF shares in Q2 2022, an estimated $261K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 36 quarters.
  • Forvis Mazars Wealth Advisors's iShares US Telecommunications ETF position peaked at $2.52M in Q3 2018.
  • 134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.