AIM
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AHL Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

AHL Investment 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
2023
Q1 		– Sell
-11,414
Closed -$256K – 64
2022
Q4 		$256K Buy
+11,414
New +$255K 0.24% 55
2022
Q1 		– Sell
-3,170
Closed -$104K – 182
2021
Q4 		$104K Buy
+3,170
New +$102K 0.09% 80

Other funds holding IYZ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AHL Investment Management's IYZ Position: Q1 2023 in Review

AHL Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2023, closing a stake of 11,414 shares — an estimated $256K sold.

AHL Investment Management first reported a position in IYZ in Q4 2021 and held it in 2 quarters. The position peaked at $256K in Q4 2022. 131 funds tracked by Wall St. Rank hold IYZ as of Q1 2023.

  • AHL Investment Management reported no remaining iShares US Telecommunications ETF position as of Q1 2023 after selling out during the quarter.
  • AHL Investment Management sold 11,414 iShares US Telecommunications ETF shares in Q1 2023, an estimated $256K.
  • AHL Investment Management first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 2 quarters.
  • AHL Investment Management's iShares US Telecommunications ETF position peaked at $256K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2023.

Based on AHL Investment Management's 13F filing for Q1 2023, filed 13 Apr 2023.