Joel Isaacson & Co’s iShares US Telecommunications ETF IYZ Stock Holding History

Joel Isaacson & Co’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
2015 Q2	–	Sell	-1,000	Closed	-$30K	–	766
2015 Q1	$30K	Hold	1,000	–	–	0.01%	425
2014 Q4	$29K	Hold	1,000	–	–	0.01%	383
2014 Q3	$30K	Hold	1,000	–	–	0.01%	367
2014 Q2	$30K	Hold	1,000	–	–	0.01%	361
2014 Q1	$30K	Hold	1,000	–	–	0.01%	359
2013 Q4	$30K	Hold	1,000	–	–	0.01%	332
2013 Q3	$28K	Hold	1,000	–	–	0.01%	322
2013 Q2	$26K	Buy	+1,000	New	+$26.1K	0.01%	293

Other funds holding IYZ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

UFA

US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Joel Isaacson & Co's IYZ Position: Q2 2015 in Review

Joel Isaacson & Co sold out of iShares US Telecommunications ETF (IYZ) in Q2 2015, closing a stake of 1,000 shares — an estimated $30K sold.

Joel Isaacson & Co first reported a position in IYZ in Q2 2013 and held it in 8 quarters. The position peaked at $30K in Q1 2015. 96 funds tracked by Wall St. Rank hold IYZ as of Q2 2015.

Joel Isaacson & Co reported no remaining iShares US Telecommunications ETF position as of Q2 2015 after selling out during the quarter.
Joel Isaacson & Co sold 1,000 iShares US Telecommunications ETF shares in Q2 2015, an estimated $30K.
Joel Isaacson & Co first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 8 quarters.
Joel Isaacson & Co's iShares US Telecommunications ETF position peaked at $30K in Q1 2015.
96 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2015.

Based on Joel Isaacson & Co's 13F filing for Q2 2015, filed 27 Jul 2015.