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IYZ icon

B. Riley Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-10,749
Closed -$230K – 1507
2024
Q1 		$230K Sell
10,749
-2,286
-18% -$51.3K 0.01% 1189
2023
Q4 		$297K Buy
13,035
+2,286
+21% +$49K 0.01% 1061
2023
Q3 		$230K Sell
10,749
-3,146
-23% -$69.6K 0.01% 1189
2023
Q2 		$307K Buy
+13,895
New +$304K 0.01% 1106
2022
Q4 		– Sell
-10,543
Closed -$221K – 1545
2022
Q3 		$221K Buy
+10,543
New +$263K 0.01% 1180
2016
Q4 		– Sell
-7,576
Closed -$245K – 593
2016
Q3 		$245K Sell
7,576
-22
-0.3% -$725 0.05% 468
2016
Q2 		$253K Buy
7,598
+148
+2% +$4.63K 0.05% 462
2016
Q1 		$229K Buy
7,450
+50
+0.7% +$1.42K 0.05% 429
2015
Q4 		$214K Sell
7,400
-474
-6% -$13.8K 0.04% 470
2015
Q3 		$213K Buy
7,874
+574
+8% +$16.4K 0.05% 459
2015
Q2 		$214K Sell
7,300
-344
-5% -$10.5K 0.05% 434
2015
Q1 		$231K Buy
7,644
+1,894
+33% +$56.9K 0.06% 429
2014
Q4 		$168 Buy
+5,750
New +$170K ﹤0.01% 1462
2014
Q3 		– Sell
-11
Closed -$345 – 1285
2014
Q2 		$345 Buy
+11
New +$326 ﹤0.01% 2363
2013
Q4 		– Sell
-3,172
Closed -$87K – 698
2013
Q3 		$87K Buy
+3,172
New +$87.2K 0.03% 577

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's IYZ Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2024, closing a stake of 10,749 shares — an estimated $230K sold.

B. Riley Wealth Advisors first reported a position in IYZ in Q3 2013 and held it in 15 quarters. The position peaked at $307K in Q2 2023. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,749 iShares US Telecommunications ETF shares in Q2 2024, an estimated $230K.
  • B. Riley Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q3 2013 and held it in 15 quarters.
  • B. Riley Wealth Advisors's iShares US Telecommunications ETF position peaked at $307K in Q2 2023.
  • 110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.