Ironwood Investment Counsel’s iShares US Telecommunications ETF IYZ Stock Holding History

Ironwood Investment Counsel’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 Q3	–	Sell	-2,500	Closed	-$294K	–	188
2022 Q2	$294K	Hold	2,500	–	–	0.08%	155
2022 Q1	$320K	Sell	2,500 -6,200	-71%	-$189K	0.08%	157
2021 Q4	$286K	Buy	+8,700	New	+$280K	0.07%	168

Other funds holding IYZ

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ironwood Investment Counsel's IYZ Position: Q3 2022 in Review

Ironwood Investment Counsel sold out of iShares US Telecommunications ETF (IYZ) in Q3 2022, closing a stake of 2,500 shares — an estimated $294K sold.

Ironwood Investment Counsel first reported a position in IYZ in Q4 2021 and held it in 3 quarters. The position peaked at $320K in Q1 2022. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

Ironwood Investment Counsel reported no remaining iShares US Telecommunications ETF position as of Q3 2022 after selling out during the quarter.
Ironwood Investment Counsel sold 2,500 iShares US Telecommunications ETF shares in Q3 2022, an estimated $294K.
Ironwood Investment Counsel first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 3 quarters.
Ironwood Investment Counsel's iShares US Telecommunications ETF position peaked at $320K in Q1 2022.
128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Ironwood Investment Counsel's 13F filing for Q3 2022, filed 9 Nov 2022.