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IYZ icon

Jackson Square Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

Jackson Square Capital’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
2020
Q4 		– Sell
-200
Closed -$5K – 249
2020
Q3 		$5K Hold
200
– – ﹤0.01% 301
2020
Q2 		$6K Sell
200
-372
-65% -$10.1K ﹤0.01% 272
2020
Q1 		$14K Sell
572
-858
-60% -$24.4K 0.01% 192
2019
Q4 		$43K Buy
+1,430
New +$42.1K 0.02% 154

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
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jackson Square Capital's IYZ Position: Q4 2020 in Review

Jackson Square Capital sold out of iShares US Telecommunications ETF (IYZ) in Q4 2020, closing a stake of 200 shares — an estimated $5K sold.

Jackson Square Capital first reported a position in IYZ in Q4 2019 and held it in 4 quarters. The position peaked at $43K in Q4 2019. 116 funds tracked by Wall St. Rank hold IYZ as of Q4 2020.

  • Jackson Square Capital reported no remaining iShares US Telecommunications ETF position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 200 iShares US Telecommunications ETF shares in Q4 2020, an estimated $5K.
  • Jackson Square Capital first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 4 quarters.
  • Jackson Square Capital's iShares US Telecommunications ETF position peaked at $43K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.