Sargent Bickham Lagudis’s iShares US Telecommunications ETF IYZ Stock Holding History

Sargent Bickham Lagudis’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	$13.2K	Hold	588	–	–	﹤0.01%	681
2022 Q3	$12K	Hold	588	–	–	﹤0.01%	660
2022 Q2	$15K	Hold	588	–	–	﹤0.01%	635
2022 Q1	$18K	Hold	588	–	–	﹤0.01%	623
2021 Q4	$19K	Hold	588	–	–	﹤0.01%	611
2021 Q3	$19K	Buy	+588	New	+$19.8K	﹤0.01%	610

Other funds holding IYZ

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJA

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

Sargent Bickham Lagudis's IYZ Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares US Telecommunications ETF (IYZ) position steady in Q4 2022 at 588 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Sargent Bickham Lagudis first reported a position in IYZ in Q3 2021 and has held it in 6 quarters since. The position peaked at $19K in Q4 2021. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

Sargent Bickham Lagudis held 588 shares of iShares US Telecommunications ETF worth $13.2K as of Q4 2022.
Sargent Bickham Lagudis left its iShares US Telecommunications ETF share count unchanged in Q4 2022.
iShares US Telecommunications ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #681 holding.
Sargent Bickham Lagudis first reported a position in iShares US Telecommunications ETF in Q3 2021 and has held it in 6 quarters since.
Sargent Bickham Lagudis's iShares US Telecommunications ETF position peaked at $19K in Q4 2021.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.