Wintrust Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Wintrust Investments’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 Q1	–	Sell	-68,923	Closed	-$2.27M	–	425
2021 Q4	$2.27M	Buy	68,923 +1,832	+3%	+$59K	0.22%	81
2021 Q3	$2.18M	Sell	67,091 -668	-1%	-$22.5K	0.29%	63
2021 Q2	$2.25M	Buy	67,759 +3,592	+6%	+$119K	0.23%	92
2021 Q1	$2.08M	Buy	+64,167	New	+$2.03M	0.21%	95
2020 Q4	–	Sell	-67,964	Closed	-$1.85M	–	283
2020 Q3	$1.85M	Sell	67,964 -1,857	-3%	-$52.6K	0.25%	83
2020 Q2	$1.92M	Buy	+69,821	New	+$1.9M	0.27%	70

Other funds holding IYZ

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KAS

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

RJFSA

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

Wintrust Investments's IYZ Position: Q1 2022 in Review

Wintrust Investments sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 68,923 shares — an estimated $2.27M sold.

Wintrust Investments first reported a position in IYZ in Q2 2020 and held it in 6 quarters. The position peaked at $2.27M in Q4 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

Wintrust Investments reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
Wintrust Investments sold 68,923 iShares US Telecommunications ETF shares in Q1 2022, an estimated $2.27M.
Wintrust Investments first reported a position in iShares US Telecommunications ETF in Q2 2020 and held it in 6 quarters.
Wintrust Investments's iShares US Telecommunications ETF position peaked at $2.27M in Q4 2021.
137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Wintrust Investments's 13F filing for Q1 2022, filed 11 May 2022.