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

Baystate 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
2023
Q4 		$16.3K Buy
+717
New +$15.4K ﹤0.01% 609
2017
Q3 		– Sell
-200
Closed -$6K – 673
2017
Q2 		$6K Buy
+200
New +$6.62K ﹤0.01% 394

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
VV
Verity & Verity Beaufort, South Carolina $1.34B AUM 18.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Baystate Wealth Management's IYZ Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q4 2023: 717 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in IYZ as recently as Q2 2017.

Baystate Wealth Management first reported a position in IYZ in Q2 2017 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold IYZ as of Q4 2023.

  • Baystate Wealth Management held 717 shares of iShares US Telecommunications ETF worth $16.3K as of Q4 2023.
  • iShares US Telecommunications ETF was a new Baystate Wealth Management position in Q4 2023.
  • iShares US Telecommunications ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #609 holding.
  • Baystate Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2017 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.