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	$5	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 $9.75B AUM 21.81% 1-Year Est. Return

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

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

LMIM

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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 126 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.
126 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.