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Little House Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

Little House 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
2019
Q2 		– Sell
-800
Closed -$23K – 194
2019
Q1 		$23K Buy
+800
New +$22.9K 0.02% 198

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Little House Capital's IYZ Position: Q2 2019 in Review

Little House Capital sold out of iShares US Telecommunications ETF (IYZ) in Q2 2019, closing a stake of 800 shares — an estimated $23K sold.

Little House Capital first reported a position in IYZ in Q1 2019 and held it in 1 quarter. The position peaked at $23K in Q1 2019. 119 funds tracked by Wall St. Rank hold IYZ as of Q2 2019.

  • Little House Capital reported no remaining iShares US Telecommunications ETF position as of Q2 2019 after selling out during the quarter.
  • Little House Capital sold 800 iShares US Telecommunications ETF shares in Q2 2019, an estimated $23K.
  • Little House Capital first reported a position in iShares US Telecommunications ETF in Q1 2019 and held it in 1 quarter.
  • Little House Capital's iShares US Telecommunications ETF position peaked at $23K in Q1 2019.
  • 119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2019.

Based on Little House Capital's 13F filing for Q2 2019, filed 14 Aug 2019.