TCWP’s iShares US Telecommunications ETF IYZ Stock Holding History

TCWP’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	-687	Closed	-$20K	–	1012
2022 Q1	$20K	Buy	+687	New	+$21K	﹤0.01%	706

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 $299B AUM 28.69% 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

TCWP's IYZ Position: Q2 2022 in Review

TCWP sold out of iShares US Telecommunications ETF (IYZ) in Q2 2022, closing a stake of 687 shares — an estimated $20K sold.

TCWP first reported a position in IYZ in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 134 funds tracked by Wall St. Rank hold IYZ as of Q2 2022.

TCWP reported no remaining iShares US Telecommunications ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 687 iShares US Telecommunications ETF shares in Q2 2022, an estimated $20K.
TCWP first reported a position in iShares US Telecommunications ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares US Telecommunications ETF position peaked at $20K in Q1 2022.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.