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Parametric Portfolio Associates’s iShares US Telecommunications ETF IYZ Stock Holding History

Parametric Portfolio Associates’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
Q1 		$604K Buy
20,206
+12,459
+161% +$380K ﹤0.01% 3011
2021
Q4 		$255K Buy
+7,747
New +$249K ﹤0.01% 3333

Other funds holding IYZ

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parametric Portfolio Associates's IYZ Position: Q1 2022 in Review

Parametric Portfolio Associates increased its iShares US Telecommunications ETF (IYZ) stake by 161% in Q1 2022, buying an estimated $380K and bringing the position to 20,206 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

Parametric Portfolio Associates first reported a position in IYZ in Q4 2021 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

  • Parametric Portfolio Associates held 20,206 shares of iShares US Telecommunications ETF worth $604K as of Q1 2022.
  • Parametric Portfolio Associates bought 12,459 iShares US Telecommunications ETF shares in Q1 2022, an estimated $380K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3011 holding.
  • Parametric Portfolio Associates first reported a position in iShares US Telecommunications ETF in Q4 2021 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.