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

HCR 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
2021 Q1	–	Sell	-2,190	Closed	-$66K	–	228
2020 Q4	$66K	Hold	2,190	–	–	0.01%	197
2020 Q3	$60K	Hold	2,190	–	–	0.01%	178
2020 Q2	$60K	Hold	2,190	–	–	0.01%	176
2020 Q1	$54K	Hold	2,190	–	–	0.02%	173
2019 Q4	$65K	Buy	+2,190	New	+$64.5K	0.02%	175
2018 Q4	–	Sell	-7,511	Closed	-$215K	–	164
2018 Q3	$215K	Hold	7,511	–	–	0.07%	145
2018 Q2	$207K	Sell	7,511 -2,050	-21%	-$56.3K	0.07%	159
2018 Q1	$258K	Sell	9,561 -3,000	-24%	-$85.3K	0.09%	141
2017 Q4	$369K	Sell	12,561 -1,480	-11%	-$43.9K	0.13%	122
2017 Q3	$427K	Buy	14,041 +400	+3%	+$12.6K	0.18%	106
2017 Q2	$440K	Sell	13,641 -1,350	-9%	-$44.7K	0.22%	87
2017 Q1	$485K	Buy	+14,991	New	+$509K	0.25%	87

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HCR Wealth Advisors's IYZ Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2021, closing a stake of 2,190 shares — an estimated $66K sold.

HCR Wealth Advisors first reported a position in IYZ in Q1 2017 and held it in 12 quarters. The position peaked at $485K in Q1 2017. 125 funds tracked by Wall St. Rank hold IYZ as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 2,190 iShares US Telecommunications ETF shares in Q1 2021, an estimated $66K.
HCR Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q1 2017 and held it in 12 quarters.
HCR Wealth Advisors's iShares US Telecommunications ETF position peaked at $485K in Q1 2017.
125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.