AJ Wealth Strategies’s iShares US Telecommunications ETF IYZ Stock Holding History

AJ Wealth Strategies’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 Q4	–	Sell	-13,071	Closed	-$273K	–	314
2022 Q3	$273K	Hold	13,071	–	–	0.02%	250
2022 Q2	$328K	Hold	13,071	–	–	0.02%	234
2022 Q1	$391K	Hold	13,071	–	–	0.02%	223
2021 Q4	$430K	Hold	13,071	–	–	0.02%	212
2021 Q3	$424K	Hold	13,071	–	–	0.02%	207
2021 Q2	$434K	Hold	13,071	–	–	0.03%	194
2021 Q1	$423K	Hold	13,071	–	–	0.03%	179
2020 Q4	$395K	Buy	+13,071	New	+$378K	0.03%	161

Other funds holding IYZ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AJ Wealth Strategies's IYZ Position: Q4 2022 in Review

AJ Wealth Strategies sold out of iShares US Telecommunications ETF (IYZ) in Q4 2022, closing a stake of 13,071 shares — an estimated $273K sold.

AJ Wealth Strategies first reported a position in IYZ in Q4 2020 and held it in 8 quarters. The position peaked at $434K in Q2 2021. 156 funds tracked by Wall St. Rank hold IYZ as of Q4 2022.

AJ Wealth Strategies reported no remaining iShares US Telecommunications ETF position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 13,071 iShares US Telecommunications ETF shares in Q4 2022, an estimated $273K.
AJ Wealth Strategies first reported a position in iShares US Telecommunications ETF in Q4 2020 and held it in 8 quarters.
AJ Wealth Strategies's iShares US Telecommunications ETF position peaked at $434K in Q2 2021.
156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.