James Investment Research’s iShares US Telecommunications ETF IYZ Stock Holding History

James Investment Research’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
2017 Q2	–	Sell	-4,820	Closed	-$156K	–	743
2017 Q1	$156K	Hold	4,820	–	–	﹤0.01%	422
2016 Q4	$166K	Hold	4,820	–	–	﹤0.01%	332
2016 Q3	$155K	Hold	4,820	–	–	﹤0.01%	337
2016 Q2	$161K	Hold	4,820	–	–	﹤0.01%	310
2016 Q1	$148K	Sell	4,820 -180	-4%	-$5.1K	﹤0.01%	291
2015 Q4	$144K	Hold	5,000	–	–	﹤0.01%	300
2015 Q3	$135K	Hold	5,000	–	–	﹤0.01%	299
2015 Q2	$146K	Hold	5,000	–	–	﹤0.01%	314
2015 Q1	$151K	Hold	5,000	–	–	﹤0.01%	329
2014 Q4	$146K	Hold	5,000	–	–	﹤0.01%	330
2014 Q3	$150K	Hold	5,000	–	–	﹤0.01%	335
2014 Q2	$152K	Hold	5,000	–	–	﹤0.01%	327
2014 Q1	$150K	Hold	5,000	–	–	﹤0.01%	335
2013 Q4	$149K	Hold	5,000	–	–	﹤0.01%	324
2013 Q3	$138K	Hold	5,000	–	–	0.01%	320
2013 Q2	$129K	Buy	+5,000	New	+$131K	0.01%	321

Other funds holding IYZ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

James Investment Research's IYZ Position: Q2 2017 in Review

James Investment Research sold out of iShares US Telecommunications ETF (IYZ) in Q2 2017, closing a stake of 4,820 shares — an estimated $156K sold.

James Investment Research first reported a position in IYZ in Q2 2013 and held it in 16 quarters. The position peaked at $166K in Q4 2016. 115 funds tracked by Wall St. Rank hold IYZ as of Q2 2017.

James Investment Research reported no remaining iShares US Telecommunications ETF position as of Q2 2017 after selling out during the quarter.
James Investment Research sold 4,820 iShares US Telecommunications ETF shares in Q2 2017, an estimated $156K.
James Investment Research first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 16 quarters.
James Investment Research's iShares US Telecommunications ETF position peaked at $166K in Q4 2016.
115 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2017.

Based on James Investment Research's 13F filing for Q2 2017, filed 14 Jul 2017.