UFA
IYZ icon

US Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-2,571
Closed -$79K – 218
2016
Q1 		$79K Sell
2,571
-184,593
-99% -$5.23M 0.14% 72
2015
Q4 		$5.39M Sell
187,164
-20,209
-10% -$588K 5.11% 5
2015
Q3 		$5.6M Buy
207,373
+2,649
+1% +$75.8K 9.31% 3
2015
Q2 		$5.99M Buy
204,724
+732
+0.4% +$22.3K 5.65% 7
2015
Q1 		$6.17M Sell
203,992
-5,958
-3% -$179K 5.6% 8
2014
Q4 		$6.15M Buy
+209,950
New +$6.21M 5.49% 8

Other funds holding IYZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Financial Advisors's IYZ Position: Q2 2016 in Review

US Financial Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2016, closing a stake of 2,571 shares — an estimated $79K sold.

US Financial Advisors first reported a position in IYZ in Q4 2014 and held it in 6 quarters. The position peaked at $6.17M in Q1 2015. 136 funds tracked by Wall St. Rank hold IYZ as of Q2 2016.

  • US Financial Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 2,571 iShares US Telecommunications ETF shares in Q2 2016, an estimated $79K.
  • US Financial Advisors first reported a position in iShares US Telecommunications ETF in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's iShares US Telecommunications ETF position peaked at $6.17M in Q1 2015.
  • 136 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.