Smart Portfolios LLC’s iShares US Telecommunications ETF IYZ Stock Holding History

Smart Portfolios LLC’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 Q2	–	Sell	-9,145	Closed	-$273K	–	46
2022 Q1	$273K	Buy	9,145 +341	+4%	+$10.4K	0.43%	45
2021 Q4	$290K	Buy	+8,804	New	+$283K	0.22%	48
2017 Q2	–	Sell	-37,264	Closed	-$1.21M	–	31
2017 Q1	$1.21M	Buy	+37,264	New	+$1.27M	1.14%	22
2015 Q2	–	Sell	-12,919	Closed	-$365K	–	31
2015 Q1	$365K	Hold	12,919	–	–	0.41%	25
2014 Q4	$365K	Hold	12,919	–	–	0.41%	25
2014 Q3	$385K	Sell	12,919 -12,539	-49%	-$381K	0.47%	21
2014 Q2	$660K	Buy	+25,458	New	+$755K	0.85%	19
2013 Q3	–	Sell	-25	Closed	-$660	–	26
2013 Q2	$660	Buy	+25	New	+$654	0.93%	18

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

OPS

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RJFSA

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

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

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

Smart Portfolios LLC's IYZ Position: Q2 2022 in Review

Smart Portfolios LLC sold out of iShares US Telecommunications ETF (IYZ) in Q2 2022, closing a stake of 9,145 shares — an estimated $273K sold.

Smart Portfolios LLC first reported a position in IYZ in Q2 2013 and held it in 8 quarters. The position peaked at $1.21M in Q1 2017. 134 funds tracked by Wall St. Rank hold IYZ as of Q2 2022.

Smart Portfolios LLC reported no remaining iShares US Telecommunications ETF position as of Q2 2022 after selling out during the quarter.
Smart Portfolios LLC sold 9,145 iShares US Telecommunications ETF shares in Q2 2022, an estimated $273K.
Smart Portfolios LLC first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 8 quarters.
Smart Portfolios LLC's iShares US Telecommunications ETF position peaked at $1.21M in Q1 2017.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2022.

Based on Smart Portfolios LLC's 13F filing for Q2 2022, filed 16 Aug 2022.