Phoenix Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Phoenix Financial’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	-3,954,045	Closed	-$84.2M	–	311
2022 Q3	$84.2M	Hold	3,954,045	–	–	1.86%	15
2022 Q2	$99.4M	Buy	3,954,045 +2,937,467	+289%	+$79.4M	2.03%	9
2022 Q1	$30.4M	Buy	+1,016,578	New	+$31M	0.51%	57

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Phoenix Financial's IYZ Position: Q4 2022 in Review

Phoenix Financial sold out of iShares US Telecommunications ETF (IYZ) in Q4 2022, closing a stake of 3,954,045 shares — an estimated $84.2M sold.

Phoenix Financial first reported a position in IYZ in Q1 2022 and held it in 3 quarters. The position peaked at $99.4M in Q2 2022. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

Phoenix Financial reported no remaining iShares US Telecommunications ETF position as of Q4 2022 after selling out during the quarter.
Phoenix Financial sold 3,954,045 iShares US Telecommunications ETF shares in Q4 2022, an estimated $84.2M.
Phoenix Financial first reported a position in iShares US Telecommunications ETF in Q1 2022 and held it in 3 quarters.
Phoenix Financial's iShares US Telecommunications ETF position peaked at $99.4M in Q2 2022.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on Phoenix Financial's 13F filing for Q4 2022, filed 13 Feb 2023.