Old Mission Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

Old Mission Capital’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	-29,500	Closed	-$616K	–	1593
2022 Q3	$616K	Buy	+29,500	New	+$736K	0.02%	538
2021 Q2	–	Sell	-11,200	Closed	-$362K	–	1136
2021 Q1	$362K	Buy	+11,200	New	+$354K	0.02%	582
2017 Q3	–	Sell	-10,554	Closed	-$340K	–	383
2017 Q2	$340K	Buy	+10,554	New	+$349K	0.04%	206

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

Old Mission Capital's IYZ Position: Q4 2022 in Review

Old Mission Capital sold out of iShares US Telecommunications ETF (IYZ) in Q4 2022, closing a stake of 29,500 shares — an estimated $616K sold.

Old Mission Capital first reported a position in IYZ in Q2 2017 and held it in 3 quarters. The position peaked at $616K in Q3 2022. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

Old Mission Capital reported no remaining iShares US Telecommunications ETF position as of Q4 2022 after selling out during the quarter.
Old Mission Capital sold 29,500 iShares US Telecommunications ETF shares in Q4 2022, an estimated $616K.
Old Mission Capital first reported a position in iShares US Telecommunications ETF in Q2 2017 and held it in 3 quarters.
Old Mission Capital's iShares US Telecommunications ETF position peaked at $616K in Q3 2022.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

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