Lockheed Martin Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Lockheed Martin Investment 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
2021 Q4	–	Sell	-3,328,092	Closed	-$108M	–	176
2021 Q3	$108M	Sell	3,328,092 -195,100	-6%	-$6.58M	5.85%	6
2021 Q2	$117M	Buy	3,523,192 +409,300	+13%	+$13.6M	6.12%	5
2021 Q1	$101M	Sell	3,113,892 -370,000	-11%	-$11.7M	5.15%	7
2020 Q4	$105M	Buy	3,483,892 +495,000	+17%	+$14.3M	5.45%	7
2020 Q3	$81.3M	Hold	2,988,892	–	–	5.04%	8
2020 Q2	$82.4M	Buy	2,988,892 +685,000	+30%	+$18.6M	5.44%	8
2020 Q1	$57.3M	Sell	2,303,892 -570,000	-20%	-$16.2M	3.91%	9
2019 Q4	$85.9M	Hold	2,873,892	–	–	4.54%	9
2019 Q3	$83.9M	Buy	2,873,892 +894,192	+45%	+$26.2M	5.33%	7
2019 Q2	$58.3M	Hold	1,979,700	–	–	2.64%	10
2019 Q1	$58.9M	Hold	1,979,700	–	–	2.69%	14
2018 Q4	$52.2M	Buy	1,979,700 +575,000	+41%	+$16.1M	2.46%	16
2018 Q3	$41.8M	Buy	1,404,700 +710,000	+102%	+$20.5M	1.8%	19
2018 Q2	$19.2M	Buy	+694,700	New	+$19.1M	0.9%	29

Other funds holding IYZ

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 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

Lockheed Martin Investment Management's IYZ Position: Q4 2021 in Review

Lockheed Martin Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2021, closing a stake of 3,328,092 shares — an estimated $108M sold.

Lockheed Martin Investment Management first reported a position in IYZ in Q2 2018 and held it in 14 quarters. The position peaked at $117M in Q2 2021. 159 funds tracked by Wall St. Rank hold IYZ as of Q4 2021.

Lockheed Martin Investment Management reported no remaining iShares US Telecommunications ETF position as of Q4 2021 after selling out during the quarter.
Lockheed Martin Investment Management sold 3,328,092 iShares US Telecommunications ETF shares in Q4 2021, an estimated $108M.
Lockheed Martin Investment Management first reported a position in iShares US Telecommunications ETF in Q2 2018 and held it in 14 quarters.
Lockheed Martin Investment Management's iShares US Telecommunications ETF position peaked at $117M in Q2 2021.
159 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2021.

Based on Lockheed Martin Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.