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

IBEX 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 Q4	–	Sell	-482	Closed	-$16K	–	313
2021 Q3	$16K	Buy	+482	New	+$16.2K	﹤0.01%	332
2019 Q3	–	Sell	-452	Closed	-$13K	–	239
2019 Q2	$13K	Buy	+452	New	+$13.4K	﹤0.01%	306
2019 Q1	–	Sell	-79,567	Closed	-$2.1M	–	105
2018 Q4	$2.1M	Buy	+79,567	New	+$2.23M	0.96%	36
2017 Q1	–	Sell	-658	Closed	-$23K	–	233
2016 Q4	$23K	Buy	+658	New	+$21.2K	0.01%	213

Other funds holding IYZ

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

IBEX Wealth Advisors's IYZ Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2021, closing a stake of 482 shares — an estimated $16K sold.

IBEX Wealth Advisors first reported a position in IYZ in Q4 2016 and held it in 4 quarters. The position peaked at $2.1M in Q4 2018. 159 funds tracked by Wall St. Rank hold IYZ as of Q4 2021.

IBEX Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 482 iShares US Telecommunications ETF shares in Q4 2021, an estimated $16K.
IBEX Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's iShares US Telecommunications ETF position peaked at $2.1M in Q4 2018.
159 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.