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Axxcess Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Axxcess Wealth 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
2024
Q1 		– Sell
-13,323
Closed -$303K – 898
2023
Q4 		$303K Buy
13,323
+1,705
+15% +$36.6K 0.01% 640
2023
Q3 		$247K Buy
+11,618
New +$257K 0.01% 654

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axxcess Wealth Management's IYZ Position: Q1 2024 in Review

Axxcess Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 13,323 shares — an estimated $303K sold.

Axxcess Wealth Management first reported a position in IYZ in Q3 2023 and held it in 2 quarters. The position peaked at $303K in Q4 2023. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

  • Axxcess Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 13,323 iShares US Telecommunications ETF shares in Q1 2024, an estimated $303K.
  • Axxcess Wealth Management first reported a position in iShares US Telecommunications ETF in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's iShares US Telecommunications ETF position peaked at $303K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.