Simmons Bank’s iShares US Telecommunications ETF IYZ Stock Holding History

Simmons Bank’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 Q3	–	Sell	-8,762	Closed	-$220K	–	347
2022 Q2	$220K	Sell	8,762 -522	-6%	-$14.1K	0.02%	336
2022 Q1	$278K	Sell	9,284 -275	-3%	-$8.39K	0.02%	329
2021 Q4	$315K	Hold	9,559	–	–	0.02%	330
2021 Q3	$310K	Sell	9,559 -300	-3%	-$10.1K	0.02%	325
2021 Q2	$328K	Hold	9,859	–	–	0.02%	320
2021 Q1	$318K	Hold	9,859	–	–	0.02%	310
2020 Q4	$298K	Sell	9,859 -15	-0.2%	-$434	0.02%	308
2020 Q3	$269K	Hold	9,874	–	–	0.02%	303
2020 Q2	$272K	Sell	9,874 -150	-1%	-$4.08K	0.02%	308
2020 Q1	$249K	Sell	10,024 -176	-2%	-$5.01K	0.02%	306
2019 Q4	$304K	Hold	10,200	–	–	0.03%	301
2019 Q3	$298K	Hold	10,200	–	–	0.03%	305
2019 Q2	$300K	Hold	10,200	–	–	0.03%	317
2019 Q1	$303K	Buy	+10,200	New	+$292K	0.03%	317
2017 Q4	–	Sell	-7,170	Closed	-$218K	–	307
2017 Q3	$218K	Sell	7,170 -255	-3%	-$8.02K	0.02%	299
2017 Q2	$239K	Sell	7,425 -140	-2%	-$4.63K	0.03%	270
2017 Q1	$244K	Sell	7,565 -395	-5%	-$13.4K	0.03%	263
2016 Q4	$275K	Sell	7,960 -250	-3%	-$8.05K	0.03%	262
2016 Q3	$264K	Sell	8,210 -1,550	-16%	-$51.1K	0.03%	260
2016 Q2	$325K	Sell	9,760 -310	-3%	-$9.7K	0.04%	240
2016 Q1	$309K	Buy	+10,070	New	+$285K	0.03%	249

Other funds holding IYZ

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RJFSA

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

Simmons Bank's IYZ Position: Q3 2022 in Review

Simmons Bank sold out of iShares US Telecommunications ETF (IYZ) in Q3 2022, closing a stake of 8,762 shares — an estimated $220K sold.

Simmons Bank first reported a position in IYZ in Q1 2016 and held it in 21 quarters. The position peaked at $328K in Q2 2021. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

Simmons Bank reported no remaining iShares US Telecommunications ETF position as of Q3 2022 after selling out during the quarter.
Simmons Bank sold 8,762 iShares US Telecommunications ETF shares in Q3 2022, an estimated $220K.
Simmons Bank first reported a position in iShares US Telecommunications ETF in Q1 2016 and held it in 21 quarters.
Simmons Bank's iShares US Telecommunications ETF position peaked at $328K in Q2 2021.
128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Simmons Bank's 13F filing for Q3 2022, filed 27 Oct 2022.