Toth Financial Advisory’s iShares US Telecommunications ETF IYZ Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-630	Closed	-$13K	–	765
2022 Q3	$13K	Sell	630 -3,210	-84%	-$80.1K	﹤0.01%	423
2022 Q2	$96K	Hold	3,840	–	–	0.02%	217
2022 Q1	$115K	Sell	3,840 -70	-2%	-$2.14K	0.02%	222
2021 Q4	$129K	Hold	3,910	–	–	0.02%	225
2021 Q3	$127K	Sell	3,910 -475	-11%	-$16K	0.02%	221
2021 Q2	$146K	Hold	4,385	–	–	0.02%	194
2021 Q1	$142K	Sell	4,385 -2,935	-40%	-$92.7K	0.02%	212
2020 Q4	$221K	Sell	7,320 -11,585	-61%	-$335K	0.04%	186
2020 Q3	$514K	Sell	18,905 -6,518	-26%	-$185K	0.1%	133
2020 Q2	$701K	Sell	25,423 -1,364	-5%	-$37.1K	0.15%	105
2020 Q1	$666K	Sell	26,787 -52,504	-66%	-$1.5M	0.19%	94
2019 Q4	$2.37M	Sell	79,291 -690	-0.9%	-$20.3K	0.48%	64
2019 Q3	$2.33M	Buy	79,981 +580	+0.7%	+$17K	0.51%	63
2019 Q2	$2.34M	Buy	79,401 +3,750	+5%	+$112K	0.52%	62
2019 Q1	$2.25M	Buy	75,651 +1,812	+2%	+$51.9K	0.53%	63
2018 Q4	$1.95M	Buy	73,839 +1,593	+2%	+$44.6K	0.53%	61
2018 Q3	$2.15M	Buy	72,246 +3,972	+6%	+$115K	0.48%	65
2018 Q2	$1.88M	Sell	68,274 -1,973	-3%	-$54.2K	0.44%	70
2018 Q1	$1.9M	Sell	70,247 -9,454	-12%	-$269K	0.46%	70
2017 Q4	$2.34M	Sell	79,701 -23,346	-23%	-$692K	0.56%	63
2017 Q3	$3.13M	Sell	103,047 -8,962	-8%	-$282K	0.79%	52
2017 Q2	$3.61M	Sell	112,009 -2,335	-2%	-$77.3K	0.94%	45
2017 Q1	$3.7M	Sell	114,344 -803	-0.7%	-$27.3K	0.98%	43
2016 Q4	$3.97M	Sell	115,147 -491	-0.4%	-$15.8K	1.14%	35
2016 Q3	$3.73M	Buy	115,638 +2,003	+2%	+$66K	1.09%	39
2016 Q2	$3.78M	Buy	113,635 +7,680	+7%	+$240K	1.15%	40
2016 Q1	$3.26M	Sell	105,955 -5,021	-5%	-$142K	1.06%	42
2015 Q4	$3.19M	Buy	110,976 +1,012	+0.9%	+$29.5K	1.06%	43
2015 Q3	$2.97M	Sell	109,964 -2,898	-3%	-$82.9K	1.09%	41
2015 Q2	$3.31M	Buy	112,862 +592	+0.5%	+$18K	1.1%	40
2015 Q1	$3.39M	Buy	112,270 +4,731	+4%	+$142K	1.14%	40
2014 Q4	$3.15M	Sell	107,539 -724	-0.7%	-$21.4K	1.09%	41
2014 Q3	$3.24M	Buy	108,263 +4,304	+4%	+$131K	1.22%	38
2014 Q2	$3.15M	Buy	103,959 +3,668	+4%	+$109K	1.2%	41
2014 Q1	$3.01M	Buy	100,291 +2,705	+3%	+$79K	1.22%	38
2013 Q4	$2.9M	Buy	97,586 +1,335	+1%	+$38.2K	1.23%	37
2013 Q3	$2.65M	Buy	96,251 +561	+0.6%	+$15.4K	1.24%	36
2013 Q2	$2.47M	Buy	+95,690	New	+$2.5M	1.22%	38

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Toth Financial Advisory's IYZ Position: Q4 2022 in Review

Toth Financial Advisory sold out of iShares US Telecommunications ETF (IYZ) in Q4 2022, closing a stake of 630 shares — an estimated $13K sold.

Toth Financial Advisory first reported a position in IYZ in Q2 2013 and held it in 38 quarters. The position peaked at $3.97M in Q4 2016. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

Toth Financial Advisory reported no remaining iShares US Telecommunications ETF position as of Q4 2022 after selling out during the quarter.
Toth Financial Advisory sold 630 iShares US Telecommunications ETF shares in Q4 2022, an estimated $13K.
Toth Financial Advisory first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 38 quarters.
Toth Financial Advisory's iShares US Telecommunications ETF position peaked at $3.97M in Q4 2016.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.