Sowell Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-4,645	Closed	-$157K	–	1652
2021 Q1	$157K	Sell	4,645 -13,958	-75%	-$441K	0.01%	1172
2020 Q4	$562K	Buy	18,603 +13,162	+242%	+$381K	0.02%	489
2020 Q3	$148K	Buy	5,441 +796	+17%	+$22.5K	0.01%	832
2020 Q2	$128K	Buy	4,645 +3,355	+260%	+$91.2K	0.01%	890
2020 Q1	$32K	Sell	1,290 -704	-35%	-$20.1K	﹤0.01%	1213
2019 Q4	$60K	Buy	1,994 +529	+36%	+$15.6K	﹤0.01%	1094
2019 Q3	$43K	Buy	+1,465	New	+$43K	﹤0.01%	1041
2017 Q1	–	Sell	-1,002	Closed	-$34K	–	421
2016 Q4	$34K	Buy	+1,002	New	+$32.2K	0.01%	376

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OPS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

KCM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KAS

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

Sowell Financial Services's IYZ Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares US Telecommunications ETF (IYZ) in Q2 2021, closing a stake of 4,645 shares — an estimated $157K sold.

Sowell Financial Services first reported a position in IYZ in Q4 2016 and held it in 8 quarters. The position peaked at $562K in Q4 2020. 123 funds tracked by Wall St. Rank hold IYZ as of Q2 2021.

Sowell Financial Services reported no remaining iShares US Telecommunications ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 4,645 iShares US Telecommunications ETF shares in Q2 2021, an estimated $157K.
Sowell Financial Services first reported a position in iShares US Telecommunications ETF in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's iShares US Telecommunications ETF position peaked at $562K in Q4 2020.
123 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.