John Overdeck’s iShares US Telecommunications ETF IYZ Stock Holding History

John Overdeck’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
2023 Q4	–	Sell	-12,300	Closed	-$262K	–	3256
2023 Q3	$262K	Buy	+12,300	New	+$272K	﹤0.01%	2539
2023 Q2	–	Sell	-56,700	Closed	-$1.31M	–	3136
2023 Q1	$1.31M	Sell	56,700 -123,300	-69%	-$2.87M	﹤0.01%	1715
2022 Q4	$4.04M	Sell	180,000 -49,400	-22%	-$1.1M	0.01%	955
2022 Q3	$4.79M	Buy	229,400 +27,800	+14%	+$693K	0.02%	777
2022 Q2	$5.07M	Buy	201,600 +17,800	+10%	+$481K	0.02%	761
2022 Q1	$5.49M	Buy	183,800 +171,200	+1,359%	+$5.23M	0.02%	878
2021 Q4	$415K	Sell	12,600 -42,300	-77%	-$1.36M	﹤0.01%	3413
2021 Q3	$1.78M	Buy	54,900 +47,600	+652%	+$1.6M	﹤0.01%	2097
2021 Q2	$243K	Sell	7,300 -52,600	-88%	-$1.74M	﹤0.01%	3651
2021 Q1	$1.94M	Buy	59,900 +52,900	+756%	+$1.67M	0.01%	1733
2020 Q4	$212K	Sell	7,000 -59,200	-89%	-$1.71M	﹤0.01%	3088
2020 Q3	$1.8M	Buy	+66,200	New	+$1.87M	0.01%	1362

Other funds holding IYZ

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

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

John Overdeck's IYZ Position: Q4 2023 in Review

John Overdeck sold out of iShares US Telecommunications ETF (IYZ) in Q4 2023, closing a stake of 12,300 shares — an estimated $262K sold.

John Overdeck first reported a position in IYZ in Q3 2020 and held it in 12 quarters. The position peaked at $5.49M in Q1 2022. 124 funds tracked by Wall St. Rank hold IYZ as of Q4 2023.

John Overdeck reported no remaining iShares US Telecommunications ETF position as of Q4 2023 after selling out during the quarter.
John Overdeck sold 12,300 iShares US Telecommunications ETF shares in Q4 2023, an estimated $262K.
John Overdeck first reported a position in iShares US Telecommunications ETF in Q3 2020 and held it in 12 quarters.
John Overdeck's iShares US Telecommunications ETF position peaked at $5.49M in Q1 2022.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2023.

Based on Two Sigma Investments's 13F filing for Q4 2023, filed 14 Feb 2024.