River Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-70	Closed	-$2K	–	333
2018 Q4	$2K	Hold	70	–	–	﹤0.01%	509
2018 Q3	$2K	Hold	70	–	–	﹤0.01%	541
2018 Q2	$2K	Buy	+70	New	+$1.92K	﹤0.01%	545

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

River Wealth Advisors's IYZ Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2019, closing a stake of 70 shares — an estimated $2K sold.

River Wealth Advisors first reported a position in IYZ in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 124 funds tracked by Wall St. Rank hold IYZ as of Q1 2019.

River Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 70 iShares US Telecommunications ETF shares in Q1 2019, an estimated $2K.
River Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's iShares US Telecommunications ETF position peaked at $2K in Q4 2018.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.