Sigma Investment Counselors’s iShares US Telecommunications ETF IYZ Stock Holding History

Sigma Investment Counselors’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 Q1	–	Sell	-10,783	Closed	-$355K	–	197
2021 Q4	$355K	Buy	+10,783	New	+$347K	0.02%	144
2021 Q3	–	Sell	-6,991	Closed	-$232K	–	193
2021 Q2	$232K	Buy	+6,991	New	+$232K	0.02%	177
2021 Q1	–	Sell	-7,235	Closed	-$219K	–	183
2020 Q4	$219K	Buy	+7,235	New	+$209K	0.02%	165
2019 Q1	–	Sell	-7,765	Closed	-$205K	–	156
2018 Q4	$205K	Buy	+7,765	New	+$218K	0.03%	139
2015 Q1	–	Sell	-7,540	Closed	-$221K	–	111
2014 Q4	$221K	Buy	+7,540	New	+$223K	0.04%	108

Other funds holding IYZ

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPS

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

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

Sigma Investment Counselors's IYZ Position: Q1 2022 in Review

Sigma Investment Counselors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 10,783 shares — an estimated $355K sold.

Sigma Investment Counselors first reported a position in IYZ in Q4 2014 and held it in 5 quarters. The position peaked at $355K in Q4 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

Sigma Investment Counselors reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
Sigma Investment Counselors sold 10,783 iShares US Telecommunications ETF shares in Q1 2022, an estimated $355K.
Sigma Investment Counselors first reported a position in iShares US Telecommunications ETF in Q4 2014 and held it in 5 quarters.
Sigma Investment Counselors's iShares US Telecommunications ETF position peaked at $355K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Sigma Investment Counselors's 13F filing for Q1 2022, filed 20 Apr 2022.