Belpointe Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Belpointe Asset 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 Q1	–	Sell	-833	Closed	-$18.7K	–	3795
2022 Q4	$18.7K	Buy	+833	New	+$18.6K	﹤0.01%	2235
2021 Q2	–	Sell	-9,334	Closed	-$302K	–	1161
2021 Q1	$302K	Buy	+9,334	New	+$295K	0.03%	599
2018 Q4	–	Sell	-4,124	Closed	-$123K	–	567
2018 Q3	$123K	Buy	+4,124	New	+$119K	0.02%	587

Other funds holding IYZ

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

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

PCH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Belpointe Asset Management's IYZ Position: Q1 2023 in Review

Belpointe Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2023, closing a stake of 833 shares — an estimated $18.7K sold.

Belpointe Asset Management first reported a position in IYZ in Q3 2018 and held it in 3 quarters. The position peaked at $302K in Q1 2021. 132 funds tracked by Wall St. Rank hold IYZ as of Q1 2023.

Belpointe Asset Management reported no remaining iShares US Telecommunications ETF position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 833 iShares US Telecommunications ETF shares in Q1 2023, an estimated $18.7K.
Belpointe Asset Management first reported a position in iShares US Telecommunications ETF in Q3 2018 and held it in 3 quarters.
Belpointe Asset Management's iShares US Telecommunications ETF position peaked at $302K in Q1 2021.
132 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.