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Meeder Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Meeder Asset 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
Q3 		– Sell
-166
Closed -$6K – 2559
2021
Q2 		$6K Buy
+166
New +$5.51K ﹤0.01% 1876

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meeder Asset Management's IYZ Position: Q3 2021 in Review

Meeder Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2021, closing a stake of 166 shares — an estimated $6K sold.

Meeder Asset Management first reported a position in IYZ in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2021.

  • Meeder Asset Management reported no remaining iShares US Telecommunications ETF position as of Q3 2021 after selling out during the quarter.
  • Meeder Asset Management sold 166 iShares US Telecommunications ETF shares in Q3 2021, an estimated $6K.
  • Meeder Asset Management first reported a position in iShares US Telecommunications ETF in Q2 2021 and held it in 1 quarter.
  • Meeder Asset Management's iShares US Telecommunications ETF position peaked at $6K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2021.

Based on Meeder Asset Management's 13F filing for Q3 2021, filed 8 Nov 2021.