JAWM
IYZ icon

J. Arnold Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

J. Arnold 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
2021
Q3 		– Sell
-507
Closed -$17K – 89
2021
Q2 		$17K Buy
507
+3
+0.6% +$100 0.01% 84
2021
Q1 		$16K Buy
+504
New +$15.9K 0.01% 77

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J. Arnold Wealth Management's IYZ Position: Q3 2021 in Review

J. Arnold Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2021, closing a stake of 507 shares — an estimated $17K sold.

J. Arnold Wealth Management first reported a position in IYZ in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2021.

  • J. Arnold Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2021 after selling out during the quarter.
  • J. Arnold Wealth Management sold 507 iShares US Telecommunications ETF shares in Q3 2021, an estimated $17K.
  • J. Arnold Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2021 and held it in 2 quarters.
  • J. Arnold Wealth Management's iShares US Telecommunications ETF position peaked at $17K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2021.

Based on J. Arnold Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.