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Strategic Blueprint’s iShares US Telecommunications ETF IYZ Stock Holding History

Strategic Blueprint’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
2019
Q4 		– Sell
-72
Closed -$2K – 272
2019
Q3 		$2K Buy
+72
New +$2.11K ﹤0.01% 398

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Strategic Blueprint's IYZ Position: Q4 2019 in Review

Strategic Blueprint sold out of iShares US Telecommunications ETF (IYZ) in Q4 2019, closing a stake of 72 shares — an estimated $2K sold.

Strategic Blueprint first reported a position in IYZ in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 117 funds tracked by Wall St. Rank hold IYZ as of Q4 2019.

  • Strategic Blueprint reported no remaining iShares US Telecommunications ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Blueprint sold 72 iShares US Telecommunications ETF shares in Q4 2019, an estimated $2K.
  • Strategic Blueprint first reported a position in iShares US Telecommunications ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Blueprint's iShares US Telecommunications ETF position peaked at $2K in Q3 2019.
  • 117 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2019.

Based on Strategic Blueprint's 13F filing for Q4 2019, filed 10 Jan 2020.