WealthSource Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

WealthSource Partners’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
2020 Q4	–	Sell	-16,204	Closed	-$441K	–	396
2020 Q3	$441K	Sell	16,204 -3,396	-17%	-$96.1K	0.06%	209
2020 Q2	$540K	Sell	19,600 -15,611	-44%	-$424K	0.08%	177
2020 Q1	$875K	Sell	35,211 -40,343	-53%	-$1.15M	0.14%	104
2019 Q4	$2.26M	Sell	75,554 -68,764	-48%	-$2.03M	0.3%	62
2019 Q3	$4.21M	Buy	+144,318	New	+$4.23M	0.63%	45
2019 Q2	–	Sell	-258,988	Closed	-$7.7M	–	464
2019 Q1	$7.7M	Buy	+258,988	New	+$7.41M	1.74%	8
2016 Q4	–	Sell	-7,190	Closed	-$232K	–	269
2016 Q3	$232K	Buy	+7,190	New	+$237K	0.08%	218
2016 Q2	–	Sell	-173,097	Closed	-$5.32M	–	277
2016 Q1	$5.32M	Buy	+173,097	New	+$4.9M	2.17%	11

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WealthSource Partners's IYZ Position: Q4 2020 in Review

WealthSource Partners sold out of iShares US Telecommunications ETF (IYZ) in Q4 2020, closing a stake of 16,204 shares — an estimated $441K sold.

WealthSource Partners first reported a position in IYZ in Q1 2016 and held it in 8 quarters. The position peaked at $7.7M in Q1 2019. 116 funds tracked by Wall St. Rank hold IYZ as of Q4 2020.

WealthSource Partners reported no remaining iShares US Telecommunications ETF position as of Q4 2020 after selling out during the quarter.
WealthSource Partners sold 16,204 iShares US Telecommunications ETF shares in Q4 2020, an estimated $441K.
WealthSource Partners first reported a position in iShares US Telecommunications ETF in Q1 2016 and held it in 8 quarters.
WealthSource Partners's iShares US Telecommunications ETF position peaked at $7.7M in Q1 2019.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2020.

Based on WealthSource Partners's 13F filing for Q4 2020, filed 12 Feb 2021.