Benjamin F. Edwards & Company’s iShares US Telecommunications ETF IYZ Stock Holding History

Benjamin F. Edwards & Company’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	$7K	Hold	314	–	–	﹤0.01%	1794
2024 Q1	$7K	Hold	314	–	–	﹤0.01%	1779
2023 Q4	$7K	Hold	314	–	–	﹤0.01%	1760
2023 Q3	$7K	Sell	314 -381	-55%	-$8.42K	﹤0.01%	1476
2023 Q2	$15K	Sell	695 -1,371	-66%	-$30K	﹤0.01%	1335
2023 Q1	$48K	Hold	2,066	–	–	﹤0.01%	1107
2022 Q4	$46K	Sell	2,066 -656	-24%	-$14.6K	﹤0.01%	1100
2022 Q3	$57K	Buy	2,722 +2,408	+767%	+$60.1K	﹤0.01%	1021
2022 Q2	$8K	Hold	314	–	–	﹤0.01%	1433
2022 Q1	$9K	Sell	314 -2,800	-90%	-$85.5K	﹤0.01%	1390
2021 Q4	$102K	Buy	3,114 +2,800	+892%	+$90.1K	﹤0.01%	872
2021 Q3	$10K	Sell	314 -369	-54%	-$12.4K	﹤0.01%	1377
2021 Q2	$23K	Buy	683 +3	+0.4%	+$100	﹤0.01%	1195
2021 Q1	$22K	Buy	680 +2	+0.3%	+$63	﹤0.01%	1183
2020 Q4	$20K	Buy	678 +3	+0.4%	+$87	﹤0.01%	1146
2020 Q3	$18K	Buy	675 +2	+0.3%	+$57	﹤0.01%	1145
2020 Q2	$19K	Buy	673 +2	+0.3%	+$54	﹤0.01%	1146
2020 Q1	$17K	Sell	671 -120	-15%	-$3.42K	﹤0.01%	1124
2019 Q4	$24K	Buy	791 +2	+0.3%	+$59	﹤0.01%	1177
2019 Q3	$23K	Sell	789 -73	-8%	-$2.14K	﹤0.01%	1151
2019 Q2	$25K	Buy	862 +201	+30%	+$5.98K	﹤0.01%	1128
2019 Q1	$20K	Sell	661 -206	-24%	-$5.9K	﹤0.01%	1135
2018 Q4	$23K	Buy	867 +178	+26%	+$4.99K	﹤0.01%	1060
2018 Q3	$21K	Buy	689 +2	+0.3%	+$58	﹤0.01%	1098
2018 Q2	$19K	Sell	687 -150	-18%	-$4.12K	﹤0.01%	1108
2018 Q1	$23K	Buy	837 +3	+0.4%	+$85	﹤0.01%	1035
2017 Q4	$25K	Buy	834 +7	+0.8%	+$208	﹤0.01%	959
2017 Q3	$25K	Buy	827 +2	+0.2%	+$63	﹤0.01%	917
2017 Q2	$27K	Buy	825 +153	+23%	+$5.06K	﹤0.01%	839
2017 Q1	$22K	Hold	672	–	–	﹤0.01%	839
2016 Q4	$23K	Buy	672 +5	+0.7%	+$161	﹤0.01%	758
2016 Q3	$21K	Hold	667	–	–	﹤0.01%	703
2016 Q2	$22K	Buy	667 +4	+0.6%	+$125	﹤0.01%	651
2016 Q1	$20K	Hold	663	–	–	﹤0.01%	676
2015 Q4	$19K	Buy	663 +2	+0.3%	+$58	﹤0.01%	709
2015 Q3	$18K	Sell	661 -145	-18%	-$4.15K	﹤0.01%	747
2015 Q2	$24K	Buy	806 +2	+0.2%	+$61	﹤0.01%	746
2015 Q1	$24K	Hold	804	–	–	0.01%	723
2014 Q4	$24K	Hold	804	–	–	0.01%	638
2014 Q3	$24K	Buy	804 +148	+23%	+$4.5K	0.01%	624
2014 Q2	$20K	Buy	656 +313	+91%	+$9.28K	0.01%	609
2014 Q1	$10K	Sell	343 -22	-6%	-$642	﹤0.01%	687
2013 Q4	$11K	Sell	365 -101	-22%	-$2.89K	﹤0.01%	641
2013 Q3	$13K	Sell	466 -17	-4%	-$467	﹤0.01%	565
2013 Q2	$12K	Buy	+483	New	+$12.6K	﹤0.01%	541

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Benjamin F. Edwards & Company's IYZ Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2024 at 314 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Benjamin F. Edwards & Company first reported a position in IYZ in Q2 2013 and has held it in 45 quarters since. The position peaked at $102K in Q4 2021. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2024.

Benjamin F. Edwards & Company held 314 shares of iShares US Telecommunications ETF worth $7K as of Q2 2024.
Benjamin F. Edwards & Company left its iShares US Telecommunications ETF share count unchanged in Q2 2024.
iShares US Telecommunications ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1794 holding.
Benjamin F. Edwards & Company first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's iShares US Telecommunications ETF position peaked at $102K in Q4 2021.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.