IAG
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Investmark Advisory Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-1,756
Closed -$57K – 239
2021
Q4 		$57K Buy
+1,756
New +$56.5K 0.05% 154

Other funds holding IYZ

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Investmark Advisory Group's IYZ Position: Q1 2022 in Review

Investmark Advisory Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 1,756 shares — an estimated $57K sold.

Investmark Advisory Group first reported a position in IYZ in Q4 2021 and held it in 1 quarter. The position peaked at $57K in Q4 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

  • Investmark Advisory Group reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,756 iShares US Telecommunications ETF shares in Q1 2022, an estimated $57K.
  • Investmark Advisory Group first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's iShares US Telecommunications ETF position peaked at $57K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.