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Woodley Farra Manion Portfolio Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q3 		– Sell
-45
Closed -$1K – 252
2020
Q2 		$1K Buy
+45
New +$1.22K ﹤0.01% 397

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IYZ Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2020, closing a stake of 45 shares — an estimated $1K sold.

Woodley Farra Manion Portfolio Management first reported a position in IYZ in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 105 funds tracked by Wall St. Rank hold IYZ as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares US Telecommunications ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 45 iShares US Telecommunications ETF shares in Q3 2020, an estimated $1K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares US Telecommunications ETF in Q2 2020 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's iShares US Telecommunications ETF position peaked at $1K in Q2 2020.
  • 105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.