Investment Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Investment Partners’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 Q4	–	Sell	-9,933	Closed	-$207K	–	191
2022 Q3	$207K	Buy	9,933 +33	+0.3%	+$823	0.06%	249
2022 Q2	$249K	Hold	9,900	–	–	0.12%	131
2022 Q1	$296K	Hold	9,900	–	–	0.13%	129
2021 Q4	$326K	Hold	9,900	–	–	0.13%	129
2021 Q3	$321K	Hold	9,900	–	–	0.15%	122
2021 Q2	$329K	Hold	9,900	–	–	0.15%	122
2021 Q1	$320K	Hold	9,900	–	–	0.16%	111
2020 Q4	$299K	Buy	+9,900	New	+$286K	0.16%	113

Other funds holding IYZ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Investment Partners's IYZ Position: Q4 2022 in Review

Investment Partners sold out of iShares US Telecommunications ETF (IYZ) in Q4 2022, closing a stake of 9,933 shares — an estimated $207K sold.

Investment Partners first reported a position in IYZ in Q4 2020 and held it in 8 quarters. The position peaked at $329K in Q2 2021. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

Investment Partners reported no remaining iShares US Telecommunications ETF position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 9,933 iShares US Telecommunications ETF shares in Q4 2022, an estimated $207K.
Investment Partners first reported a position in iShares US Telecommunications ETF in Q4 2020 and held it in 8 quarters.
Investment Partners's iShares US Telecommunications ETF position peaked at $329K in Q2 2021.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.