Parallel Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Parallel Advisors’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 Q3	–	Sell	-800	Closed	-$20K	–	3324
2022 Q2	$20K	Sell	800 -850	-52%	-$23K	﹤0.01%	1668
2022 Q1	$50K	Hold	1,650	–	–	﹤0.01%	1286
2021 Q4	$54K	Hold	1,650	–	–	﹤0.01%	1279
2021 Q3	$54K	Hold	1,650	–	–	﹤0.01%	1249
2021 Q2	$55K	Hold	1,650	–	–	﹤0.01%	1205
2021 Q1	$53K	Hold	1,650	–	–	﹤0.01%	1154
2020 Q4	$50K	Hold	1,650	–	–	﹤0.01%	1093
2020 Q3	$45K	Sell	1,650 -320	-16%	-$9.06K	﹤0.01%	1103
2020 Q2	$54K	Sell	1,970 -270	-12%	-$7.34K	﹤0.01%	1011
2020 Q1	$55K	Hold	2,240	–	–	﹤0.01%	898
2019 Q4	$67K	Hold	2,240	–	–	0.01%	936
2019 Q3	$65K	Hold	2,240	–	–	0.01%	883
2019 Q2	$66K	Hold	2,240	–	–	0.01%	800
2019 Q1	$67K	Hold	2,240	–	–	0.01%	748
2018 Q4	$59K	Buy	2,240 +400	+22%	+$11.2K	0.01%	702
2018 Q3	$55K	Sell	1,840 -200	-10%	-$5.77K	0.01%	783
2018 Q2	$56K	Hold	2,040	–	–	0.01%	699
2018 Q1	$55K	Hold	2,040	–	–	0.01%	658
2017 Q4	$60K	Sell	2,040 -711	-26%	-$21.1K	0.01%	639
2017 Q3	$76K	Hold	2,751	–	–	0.01%	559
2017 Q2	$88K	Sell	2,751 -150	-5%	-$4.96K	0.02%	512
2017 Q1	$95K	Sell	2,901 -400	-12%	-$13.6K	0.02%	458
2016 Q4	$114K	Buy	+3,301	New	+$106K	0.03%	359

Other funds holding IYZ

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parallel Advisors's IYZ Position: Q3 2022 in Review

Parallel Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2022, closing a stake of 800 shares — an estimated $20K sold.

Parallel Advisors first reported a position in IYZ in Q4 2016 and held it in 23 quarters. The position peaked at $114K in Q4 2016. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

Parallel Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2022 after selling out during the quarter.
Parallel Advisors sold 800 iShares US Telecommunications ETF shares in Q3 2022, an estimated $20K.
Parallel Advisors first reported a position in iShares US Telecommunications ETF in Q4 2016 and held it in 23 quarters.
Parallel Advisors's iShares US Telecommunications ETF position peaked at $114K in Q4 2016.
128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Parallel Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.