Sierra Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

Sierra Capital’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
2023 Q1	–	Sell	-50,121	Closed	-$1.12M	–	373
2022 Q4	$1.12M	Hold	50,121	–	–	0.19%	97
2022 Q3	$1.05M	Hold	50,121	–	–	0.19%	95
2022 Q2	$1.26M	Hold	50,121	–	–	0.23%	89
2022 Q1	$1.5M	Sell	50,121 -33,670	-40%	-$1.03M	0.24%	92
2021 Q4	$2.76M	Hold	83,791	–	–	0.41%	58
2021 Q3	$2.67M	Hold	83,791	–	–	0.45%	58
2021 Q2	$2.78M	Hold	83,791	–	–	0.52%	53
2021 Q1	$2.71M	Buy	+83,791	New	+$2.65M	0.51%	52

Other funds holding IYZ

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sierra Capital's IYZ Position: Q1 2023 in Review

Sierra Capital sold out of iShares US Telecommunications ETF (IYZ) in Q1 2023, closing a stake of 50,121 shares — an estimated $1.12M sold.

Sierra Capital first reported a position in IYZ in Q1 2021 and held it in 8 quarters. The position peaked at $2.78M in Q2 2021. 132 funds tracked by Wall St. Rank hold IYZ as of Q1 2023.

Sierra Capital reported no remaining iShares US Telecommunications ETF position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 50,121 iShares US Telecommunications ETF shares in Q1 2023, an estimated $1.12M.
Sierra Capital first reported a position in iShares US Telecommunications ETF in Q1 2021 and held it in 8 quarters.
Sierra Capital's iShares US Telecommunications ETF position peaked at $2.78M in Q2 2021.
132 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.