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Steve Schonfeld’s iShares US Telecommunications ETF IYZ Stock Holding History

Steve Schonfeld’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
2024
Q4 		– Sell
-13,668
Closed -$345K – 2203
2024
Q3 		$345K Buy
+13,668
New +$315K ﹤0.01% 1592
2024
Q1 		– Sell
-11,960
Closed -$272K – 2228
2023
Q4 		$272K Buy
+11,960
New +$256K ﹤0.01% 1454
2023
Q2 		– Sell
-12,266
Closed -$284K – 2324
2023
Q1 		$284K Sell
12,266
-3,603
-23% -$84K ﹤0.01% 1396
2022
Q4 		$356K Sell
15,869
-35,013
-69% -$782K ﹤0.01% 1716
2022
Q3 		$1.06M Buy
+50,882
New +$1.27M 0.01% 1223
2022
Q2 		– Sell
-15,578
Closed -$466K – 2755
2022
Q1 		$466K Sell
15,578
-6,284
-29% -$192K ﹤0.01% 1416
2021
Q4 		$719K Buy
+21,862
New +$704K 0.01% 1099

Other funds holding IYZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steve Schonfeld's IYZ Position: Q4 2024 in Review

Steve Schonfeld sold out of iShares US Telecommunications ETF (IYZ) in Q4 2024, closing a stake of 13,668 shares — an estimated $345K sold.

Steve Schonfeld first reported a position in IYZ in Q4 2021 and held it in 7 quarters. The position peaked at $1.06M in Q3 2022. 154 funds tracked by Wall St. Rank hold IYZ as of Q4 2024.

  • Steve Schonfeld reported no remaining iShares US Telecommunications ETF position as of Q4 2024 after selling out during the quarter.
  • Steve Schonfeld sold 13,668 iShares US Telecommunications ETF shares in Q4 2024, an estimated $345K.
  • Steve Schonfeld first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 7 quarters.
  • Steve Schonfeld's iShares US Telecommunications ETF position peaked at $1.06M in Q3 2022.
  • 154 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.