McMillion Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

McMillion Capital 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
2022 Q4	–	Sell	-40	Closed	-$1K	–	137
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	204
2022 Q2	$1K	Buy	+40	New	+$1.08K	﹤0.01%	216
2021 Q1	–	Sell	-40	Closed	-$1K	–	188
2020 Q4	$1K	Buy	+40	New	+$1.16K	﹤0.01%	298
2020 Q2	–	Sell	-40	Closed	-$1K	–	177
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	280
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	266
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	271
2019 Q2	$1K	Buy	+40	New	+$1.19K	﹤0.01%	274

Other funds holding IYZ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

McMillion Capital Management's IYZ Position: Q4 2022 in Review

McMillion Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

McMillion Capital Management first reported a position in IYZ in Q2 2019 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

McMillion Capital Management reported no remaining iShares US Telecommunications ETF position as of Q4 2022 after selling out during the quarter.
McMillion Capital Management sold 40 iShares US Telecommunications ETF shares in Q4 2022, an estimated $1K.
McMillion Capital Management first reported a position in iShares US Telecommunications ETF in Q2 2019 and held it in 7 quarters.
McMillion Capital Management's iShares US Telecommunications ETF position peaked at $1K in Q3 2022.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on McMillion Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.