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Next Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Next Financial Group’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 		$29K Sell
870
-18
-2% -$579 ﹤0.01% 1733
2021
Q3 		$29K Buy
888
+35
+4% +$1.18K ﹤0.01% 1656
2021
Q2 		$28K Hold
853
– – ﹤0.01% 1627
2021
Q1 		$28K Buy
853
+2
+0.2% +$63 ﹤0.01% 1518
2020
Q4 		$26K Buy
851
+37
+5% +$1.07K ﹤0.01% 1436
2020
Q3 		$22K Buy
+814
New +$23K ﹤0.01% 1374
2020
Q2 		– Sell
-764
Closed -$19K – 1255
2020
Q1 		$19K Sell
764
-1
-0.1% -$28 ﹤0.01% 1291
2019
Q4 		$23K Hold
765
– – ﹤0.01% 1477
2019
Q3 		$22K Buy
765
+12
+2% +$352 ﹤0.01% 1400
2019
Q2 		$22K Buy
753
+577
+328% +$17.2K ﹤0.01% 1432
2019
Q1 		$5K Sell
176
-856
-83% -$24.5K ﹤0.01% 1258
2018
Q4 		$27K Buy
1,032
+606
+142% +$17K 0.01% 996
2018
Q3 		$13K Buy
+426
New +$12.3K 0.01% 922
2017
Q4 		– Sell
-250
Closed -$8K – 847
2017
Q3 		$8K Sell
250
-516
-67% -$16.2K ﹤0.01% 1293
2017
Q2 		$25K Buy
766
+266
+53% +$8.8K 0.01% 998
2017
Q1 		$17K Sell
500
-502
-50% -$17.1K ﹤0.01% 1104
2016
Q4 		$35K Buy
1,002
+138
+16% +$4.44K 0.01% 1103
2016
Q3 		$28K Buy
864
+502
+139% +$16.5K 0.01% 1201
2016
Q2 		$12K Buy
362
+112
+45% +$3.5K ﹤0.01% 1138
2016
Q1 		$7K Hold
250
– – ﹤0.01% 1281
2015
Q4 		$7K Sell
250
-62
-20% -$1.8K ﹤0.01% 1294
2015
Q3 		$8K Hold
312
– – ﹤0.01% 1289
2015
Q2 		$9K Buy
312
+250
+403% +$7.62K ﹤0.01% 1302
2015
Q1 		$1K Hold
62
– – ﹤0.01% 1777
2014
Q4 		$2K Sell
62
-628
-91% -$18.6K ﹤0.01% 1725
2014
Q3 		$21K Buy
+690
New +$21K ﹤0.01% 1385

Other funds holding IYZ

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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 $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

Next Financial Group's IYZ Position: Q4 2021 in Review

Next Financial Group reduced its iShares US Telecommunications ETF (IYZ) stake by 2% in Q4 2021, selling an estimated $579 and leaving 870 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Next Financial Group first reported a position in IYZ in Q3 2014 and has held it in 26 quarters since. The position peaked at $35K in Q4 2016. 159 funds tracked by Wall St. Rank hold IYZ as of Q4 2021.

  • Next Financial Group held 870 shares of iShares US Telecommunications ETF worth $29K as of Q4 2021.
  • Next Financial Group sold 18 iShares US Telecommunications ETF shares in Q4 2021, an estimated $579.
  • iShares US Telecommunications ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1733 holding.
  • Next Financial Group first reported a position in iShares US Telecommunications ETF in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's iShares US Telecommunications ETF position peaked at $35K in Q4 2016.
  • 159 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.