Lehman & Derafelo Financial Resources’s iShares US Telecommunications ETF IYZ Stock Holding History

Lehman & Derafelo Financial Resources’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
2021 Q3	–	Sell	-25	Closed	-$1K	–	208
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	221
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	224
2020 Q4	$1K	Buy	+25	New	+$723	﹤0.01%	224
2019 Q2	–	Sell	-25	Closed	-$1K	–	191
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	184
2018 Q4	$1K	Buy	+25	New	+$701	﹤0.01%	173

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

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

OPS

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IYZ Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of iShares US Telecommunications ETF (IYZ) in Q3 2021, closing a stake of 25 shares — an estimated $1K sold.

Lehman & Derafelo Financial Resources first reported a position in IYZ in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2021. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2021.

Lehman & Derafelo Financial Resources reported no remaining iShares US Telecommunications ETF position as of Q3 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 25 iShares US Telecommunications ETF shares in Q3 2021, an estimated $1K.
Lehman & Derafelo Financial Resources first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 5 quarters.
Lehman & Derafelo Financial Resources's iShares US Telecommunications ETF position peaked at $1K in Q2 2021.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.