Kalos Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Kalos 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
2023 Q3	–	Sell	-121	Closed	-$2.67K	–	59
2023 Q2	$2.67K	Hold	121	–	–	0.01%	118
2023 Q1	$2.8K	Hold	121	–	–	0.01%	317
2022 Q4	$2.71K	Buy	+121	New	+$2.7K	0.01%	112
2022 Q1	–	Sell	-6,480	Closed	-$211K	–	250
2021 Q4	$211K	Buy	6,480 +249	+4%	+$8.01K	0.06%	266
2021 Q3	$203K	Buy	+6,231	New	+$210K	0.06%	264
2020 Q3	–	Sell	-37,239	Closed	-$1.04M	–	240
2020 Q2	$1.04M	Buy	37,239 +15,261	+69%	+$415K	0.44%	76
2020 Q1	$547K	Buy	+21,978	New	+$626K	0.24%	108

Other funds holding IYZ

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

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

RJFSA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Kalos Management's IYZ Position: Q3 2023 in Review

Kalos Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 121 shares — an estimated $2.67K sold.

Kalos Management first reported a position in IYZ in Q1 2020 and held it in 7 quarters. The position peaked at $1.04M in Q2 2020. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

Kalos Management reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
Kalos Management sold 121 iShares US Telecommunications ETF shares in Q3 2023, an estimated $2.67K.
Kalos Management first reported a position in iShares US Telecommunications ETF in Q1 2020 and held it in 7 quarters.
Kalos Management's iShares US Telecommunications ETF position peaked at $1.04M in Q2 2020.
118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.