Karp Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Karp Capital 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
2022 Q2	–	Sell	-241,115	Closed	-$7.21M	–	154
2022 Q1	$7.21M	Sell	241,115 -149,129	-38%	-$4.55M	1.05%	41
2021 Q4	$12.8M	Buy	390,244 +62,841	+19%	+$2.02M	1.61%	16
2021 Q3	$10.6M	Buy	327,403 +10,356	+3%	+$349K	1.5%	20
2021 Q2	$10.5M	Buy	317,047 +7,667	+2%	+$254K	1.56%	18
2021 Q1	$10M	Buy	309,380 +25,282	+9%	+$799K	1.81%	16
2020 Q4	$8.59M	Buy	284,098 +14,026	+5%	+$406K	1.77%	20
2020 Q3	$7.35M	Sell	270,072 -9,199	-3%	-$260K	1.8%	22
2020 Q2	$7.7M	Buy	279,271 +14,758	+6%	+$401K	2.13%	15
2020 Q1	$6.57M	Buy	264,513 +40,903	+18%	+$1.17M	2.16%	13
2019 Q4	$6.68M	Buy	223,610 +12,520	+6%	+$369K	1.76%	18
2019 Q3	$6.16M	Buy	211,090 +64,600	+44%	+$1.89M	1.8%	23
2019 Q2	$4.31M	Buy	+146,490	New	+$4.36M	1.37%	31
2019 Q1	–	Sell	-900	Closed	-$24K	–	252
2018 Q4	$24K	Buy	+900	New	+$25.2K	0.01%	198

Other funds holding IYZ

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

OPS

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

RJFSA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Karp Capital Management's IYZ Position: Q2 2022 in Review

Karp Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2022, closing a stake of 241,115 shares — an estimated $7.21M sold.

Karp Capital Management first reported a position in IYZ in Q4 2018 and held it in 13 quarters. The position peaked at $12.8M in Q4 2021. 134 funds tracked by Wall St. Rank hold IYZ as of Q2 2022.

Karp Capital Management reported no remaining iShares US Telecommunications ETF position as of Q2 2022 after selling out during the quarter.
Karp Capital Management sold 241,115 iShares US Telecommunications ETF shares in Q2 2022, an estimated $7.21M.
Karp Capital Management first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 13 quarters.
Karp Capital Management's iShares US Telecommunications ETF position peaked at $12.8M in Q4 2021.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.