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RWA Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

RWA Wealth 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
2019
Q2 		– Sell
-96,870
Closed -$2.88M – 237
2019
Q1 		$2.88M Buy
96,870
+37,856
+64% +$1.08M 0.33% 76
2018
Q4 		$1.55M Buy
+59,014
New +$1.65M 0.2% 95

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

RWA Wealth Partners's IYZ Position: Q2 2019 in Review

RWA Wealth Partners sold out of iShares US Telecommunications ETF (IYZ) in Q2 2019, closing a stake of 96,870 shares — an estimated $2.88M sold.

RWA Wealth Partners first reported a position in IYZ in Q4 2018 and held it in 2 quarters. The position peaked at $2.88M in Q1 2019. 119 funds tracked by Wall St. Rank hold IYZ as of Q2 2019.

  • RWA Wealth Partners reported no remaining iShares US Telecommunications ETF position as of Q2 2019 after selling out during the quarter.
  • RWA Wealth Partners sold 96,870 iShares US Telecommunications ETF shares in Q2 2019, an estimated $2.88M.
  • RWA Wealth Partners first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 2 quarters.
  • RWA Wealth Partners's iShares US Telecommunications ETF position peaked at $2.88M in Q1 2019.
  • 119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2019.

Based on RWA Wealth Partners's 13F filing for Q2 2019, filed 12 Aug 2019.