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 $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $31B AUM 28.39% 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.