MWM
IYZ icon

Maltin Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Maltin Wealth 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
2020
Q1 		– Sell
-95
Closed -$3K – 106
2019
Q4 		$3K Buy
+95
New +$2.8K ﹤0.01% 115

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Maltin Wealth Management's IYZ Position: Q1 2020 in Review

Maltin Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2020, closing a stake of 95 shares — an estimated $3K sold.

Maltin Wealth Management first reported a position in IYZ in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 102 funds tracked by Wall St. Rank hold IYZ as of Q1 2020.

  • Maltin Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 95 iShares US Telecommunications ETF shares in Q1 2020, an estimated $3K.
  • Maltin Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's iShares US Telecommunications ETF position peaked at $3K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.