St. Johns Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

St. Johns Investment Management’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
2020 Q3	–	Sell	-200	Closed	-$6K	–	173
2020 Q2	$6K	Sell	200 -65	-25%	-$1.77K	﹤0.01%	124
2020 Q1	$7K	Sell	265 -62	-19%	-$1.77K	0.01%	116
2019 Q4	$10K	Hold	327	–	–	0.01%	112
2019 Q3	$10K	Sell	327 -280	-46%	-$8.21K	0.01%	115
2019 Q2	$18K	Hold	607	–	–	0.01%	109
2019 Q1	$18K	Sell	607 -544	-47%	-$15.6K	0.01%	113
2018 Q4	$30K	Sell	1,151 -1,977	-63%	-$55.4K	0.03%	103
2018 Q3	$93K	Buy	3,128 +132	+4%	+$3.81K	0.07%	88
2018 Q2	$83K	Buy	2,996 +205	+7%	+$5.63K	0.06%	95
2018 Q1	$75K	Buy	2,791 +200	+8%	+$5.69K	0.06%	92
2017 Q4	$76K	Buy	2,591 +562	+28%	+$16.7K	0.06%	90
2017 Q3	$62K	Sell	2,029 -435	-18%	-$13.7K	0.05%	102
2017 Q2	$79K	Buy	2,464 +789	+47%	+$26.1K	0.06%	97
2017 Q1	$54K	Buy	1,675 +560	+50%	+$19K	0.04%	94
2016 Q4	$38K	Buy	1,115 +195	+21%	+$6.28K	0.03%	100
2016 Q3	$30K	Buy	920 +425	+86%	+$14K	0.03%	103
2016 Q2	$16K	Buy	495 +305	+161%	+$9.54K	0.01%	112
2016 Q1	$6K	Buy	+190	New	+$5.38K	0.01%	121
2014 Q3	–	Sell	-260	Closed	-$8K	–	162
2014 Q2	$8K	Hold	260	–	–	0.01%	128
2014 Q1	$8K	Buy	+260	New	+$7.59K	0.01%	116

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

KCM

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

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

St. Johns Investment Management's IYZ Position: Q3 2020 in Review

St. Johns Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

St. Johns Investment Management first reported a position in IYZ in Q1 2014 and held it in 20 quarters. The position peaked at $93K in Q3 2018. 105 funds tracked by Wall St. Rank hold IYZ as of Q3 2020.

St. Johns Investment Management reported no remaining iShares US Telecommunications ETF position as of Q3 2020 after selling out during the quarter.
St. Johns Investment Management sold 200 iShares US Telecommunications ETF shares in Q3 2020, an estimated $6K.
St. Johns Investment Management first reported a position in iShares US Telecommunications ETF in Q1 2014 and held it in 20 quarters.
St. Johns Investment Management's iShares US Telecommunications ETF position peaked at $93K in Q3 2018.
105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2020.

Based on St. Johns Investment Management's 13F filing for Q3 2020, filed 23 Oct 2020.