KC
IYZ icon

Kinloch Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

Kinloch Capital’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
Q3 		– Sell
-13,967
Closed -$351K – 72
2022
Q2 		$351K Buy
+13,967
New +$378K 0.23% 53

Other funds holding IYZ

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kinloch Capital's IYZ Position: Q3 2022 in Review

Kinloch Capital sold out of iShares US Telecommunications ETF (IYZ) in Q3 2022, closing a stake of 13,967 shares — an estimated $351K sold.

Kinloch Capital first reported a position in IYZ in Q2 2022 and held it in 1 quarter. The position peaked at $351K in Q2 2022. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

  • Kinloch Capital reported no remaining iShares US Telecommunications ETF position as of Q3 2022 after selling out during the quarter.
  • Kinloch Capital sold 13,967 iShares US Telecommunications ETF shares in Q3 2022, an estimated $351K.
  • Kinloch Capital first reported a position in iShares US Telecommunications ETF in Q2 2022 and held it in 1 quarter.
  • Kinloch Capital's iShares US Telecommunications ETF position peaked at $351K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Kinloch Capital's 13F filing for Q3 2022, filed 14 Nov 2022.