Baird Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Baird Financial Group’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	-12,753	Closed	-$280K	–	1800
2024 Q1	$280K	Sell	12,753 -11,099	-47%	-$249K	﹤0.01%	1576
2023 Q4	$543K	Buy	+23,852	New	+$511K	﹤0.01%	1325
2017 Q3	–	Sell	-12,346	Closed	-$398K	–	1245
2017 Q2	$398K	Sell	12,346 -24,233	-66%	-$802K	﹤0.01%	1019
2017 Q1	$1.18M	Buy	36,579 +24,597	+205%	+$836K	0.01%	743
2016 Q4	$413K	Sell	11,982 -26,386	-69%	-$849K	﹤0.01%	971
2016 Q3	$1.24M	Buy	38,368 +689	+2%	+$22.7K	0.01%	697
2016 Q2	$1.3M	Buy	37,679 +2,384	+7%	+$74.6K	0.01%	663
2016 Q1	$1.08M	Buy	35,295 +13,072	+59%	+$370K	0.01%	693
2015 Q4	$640K	Buy	+22,223	New	+$647K	0.01%	837

Other funds holding IYZ

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group's IYZ Position: Q2 2024 in Review

Baird Financial Group sold out of iShares US Telecommunications ETF (IYZ) in Q2 2024, closing a stake of 12,753 shares — an estimated $280K sold.

Baird Financial Group first reported a position in IYZ in Q4 2015 and held it in 9 quarters. The position peaked at $1.3M in Q2 2016. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2024.

Baird Financial Group reported no remaining iShares US Telecommunications ETF position as of Q2 2024 after selling out during the quarter.
Baird Financial Group sold 12,753 iShares US Telecommunications ETF shares in Q2 2024, an estimated $280K.
Baird Financial Group first reported a position in iShares US Telecommunications ETF in Q4 2015 and held it in 9 quarters.
Baird Financial Group's iShares US Telecommunications ETF position peaked at $1.3M in Q2 2016.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.