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IYZ icon

Jeppson Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-250
Closed -$7K – 287
2020
Q3 		$7K Buy
+250
New +$7.08K 0.01% 423

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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

Jeppson Wealth Management's IYZ Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2020, closing a stake of 250 shares — an estimated $7K sold.

Jeppson Wealth Management first reported a position in IYZ in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 116 funds tracked by Wall St. Rank hold IYZ as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 250 iShares US Telecommunications ETF shares in Q4 2020, an estimated $7K.
  • Jeppson Wealth Management first reported a position in iShares US Telecommunications ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares US Telecommunications ETF position peaked at $7K in Q3 2020.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.