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Beta Wealth Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Beta Wealth 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
2023
Q4 		– Sell
-42,041
Closed -$895K – 107
2023
Q3 		$895K Buy
+42,041
New +$929K 0.53% 40
2023
Q1 		– Sell
-20,652
Closed -$463K – 108
2022
Q4 		$463K Buy
+20,652
New +$461K 0.31% 53

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

Beta Wealth Group's IYZ Position: Q4 2023 in Review

Beta Wealth Group sold out of iShares US Telecommunications ETF (IYZ) in Q4 2023, closing a stake of 42,041 shares — an estimated $895K sold.

Beta Wealth Group first reported a position in IYZ in Q4 2022 and held it in 2 quarters. The position peaked at $895K in Q3 2023. 124 funds tracked by Wall St. Rank hold IYZ as of Q4 2023.

  • Beta Wealth Group reported no remaining iShares US Telecommunications ETF position as of Q4 2023 after selling out during the quarter.
  • Beta Wealth Group sold 42,041 iShares US Telecommunications ETF shares in Q4 2023, an estimated $895K.
  • Beta Wealth Group first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 2 quarters.
  • Beta Wealth Group's iShares US Telecommunications ETF position peaked at $895K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2023.

Based on Beta Wealth Group's 13F filing for Q4 2023, filed 12 Feb 2024.