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Independence Bank of Kentucky’s iShares US Telecommunications ETF IYZ Stock Holding History

Independence Bank of Kentucky’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
2024
Q3 		– Sell
-150
Closed -$3.26K – 594
2024
Q2 		$3.26K Hold
150
– – ﹤0.01% 502
2024
Q1 		$3.3K Hold
150
– – ﹤0.01% 491
2023
Q4 		$3.41K Hold
150
– – ﹤0.01% 483
2023
Q3 		$3.19K Hold
150
– – ﹤0.01% 452
2023
Q2 		$3.31K Hold
150
– – ﹤0.01% 457
2023
Q1 		$3.47K Hold
150
– – ﹤0.01% 401
2022
Q4 		$3K Hold
150
– – ﹤0.01% 407
2022
Q3 		$3K Hold
150
– – ﹤0.01% 396
2022
Q2 		$4K Sell
150
-200
-57% -$5.41K ﹤0.01% 384
2022
Q1 		$10K Hold
350
– – ﹤0.01% 350
2021
Q4 		$12K Hold
350
– – ﹤0.01% 329
2021
Q3 		$11K Sell
350
-425
-55% -$14.3K ﹤0.01% 335
2021
Q2 		$26K Sell
775
-110
-12% -$3.65K 0.01% 286
2021
Q1 		$29K Hold
885
– – 0.01% 272
2020
Q4 		$27K Sell
885
-100
-10% -$2.89K 0.01% 270
2020
Q3 		$27K Sell
985
-100
-9% -$2.83K 0.02% 256
2020
Q2 		$30K Hold
1,085
– – 0.02% 230
2020
Q1 		$27K Sell
1,085
-200
-16% -$5.7K 0.02% 223
2019
Q4 		$38K Hold
1,285
– – 0.02% 228
2019
Q3 		$38K Sell
1,285
-355
-22% -$10.4K 0.03% 222
2019
Q2 		$48K Sell
1,640
-175
-10% -$5.21K 0.04% 186
2019
Q1 		$54K Sell
1,815
-100
-5% -$2.86K 0.04% 169
2018
Q4 		$50K Sell
1,915
-275
-13% -$7.71K 0.05% 167
2018
Q3 		$65K Buy
2,190
+625
+40% +$18K 0.05% 160
2018
Q2 		$43K Buy
1,565
+1,175
+301% +$32.3K 0.04% 173
2018
Q1 		$11K Sell
390
-75
-16% -$2.13K 0.01% 267
2017
Q4 		$14K Buy
+465
New +$13.8K 0.01% 242

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Independence Bank of Kentucky's IYZ Position: Q3 2024 in Review

Independence Bank of Kentucky sold out of iShares US Telecommunications ETF (IYZ) in Q3 2024, closing a stake of 150 shares — an estimated $3.26K sold.

Independence Bank of Kentucky first reported a position in IYZ in Q4 2017 and held it in 27 quarters. The position peaked at $65K in Q3 2018. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

  • Independence Bank of Kentucky reported no remaining iShares US Telecommunications ETF position as of Q3 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 150 iShares US Telecommunications ETF shares in Q3 2024, an estimated $3.26K.
  • Independence Bank of Kentucky first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 27 quarters.
  • Independence Bank of Kentucky's iShares US Telecommunications ETF position peaked at $65K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on Independence Bank of Kentucky's 13F filing for Q3 2024, filed 9 Oct 2024.