PP
IYZ icon

Paloma Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Paloma Partners’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
-3,712
Closed -$123K – 1490
2021
Q2 		$123K Buy
+3,712
New +$123K ﹤0.01% 1629

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

Paloma Partners's IYZ Position: Q3 2021 in Review

Paloma Partners sold out of iShares US Telecommunications ETF (IYZ) in Q3 2021, closing a stake of 3,712 shares — an estimated $123K sold.

Paloma Partners first reported a position in IYZ in Q2 2021 and held it in 1 quarter. The position peaked at $123K in Q2 2021. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2021.

  • Paloma Partners reported no remaining iShares US Telecommunications ETF position as of Q3 2021 after selling out during the quarter.
  • Paloma Partners sold 3,712 iShares US Telecommunications ETF shares in Q3 2021, an estimated $123K.
  • Paloma Partners first reported a position in iShares US Telecommunications ETF in Q2 2021 and held it in 1 quarter.
  • Paloma Partners's iShares US Telecommunications ETF position peaked at $123K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.