IHT Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

IHT Wealth 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
2018 Q2	–	Sell	-900	Closed	-$24K	–	907
2018 Q1	$24K	Sell	900 -736	-45%	-$20.9K	0.01%	913
2017 Q4	$48K	Sell	1,636 -3	-0.2%	-$89	0.01%	712
2017 Q3	$52K	Buy	1,639 +1,402	+592%	+$44.1K	0.02%	511
2017 Q2	$5K	Buy	237 +143	+152%	+$4.73K	﹤0.01%	1101
2017 Q1	$12K	Sell	94 -306	-77%	-$10.4K	0.01%	786
2016 Q4	$14K	Buy	+400	New	+$12.9K	0.01%	729

Other funds holding IYZ

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

IHT Wealth Management's IYZ Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2018, closing a stake of 900 shares — an estimated $24K sold.

IHT Wealth Management first reported a position in IYZ in Q4 2016 and held it in 6 quarters. The position peaked at $52K in Q3 2017. 125 funds tracked by Wall St. Rank hold IYZ as of Q2 2018.

IHT Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 900 iShares US Telecommunications ETF shares in Q2 2018, an estimated $24K.
IHT Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's iShares US Telecommunications ETF position peaked at $52K in Q3 2017.
125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.