BTI
IYZ icon

Blue Trust Inc’s iShares US Telecommunications ETF IYZ Stock Holding History

Blue Trust Inc’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
-198
Closed -$4K – 2470
2022
Q4 		$4K Hold
198
– – ﹤0.01% 1790
2022
Q3 		$5K Hold
198
– – ﹤0.01% 1568
2022
Q2 		$6K Buy
+198
New +$5.35K ﹤0.01% 1381

Other funds holding IYZ

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Trust Inc's IYZ Position: Q1 2023 in Review

Blue Trust Inc sold out of iShares US Telecommunications ETF (IYZ) in Q1 2023, closing a stake of 198 shares — an estimated $4K sold.

Blue Trust Inc first reported a position in IYZ in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 132 funds tracked by Wall St. Rank hold IYZ as of Q1 2023.

  • Blue Trust Inc reported no remaining iShares US Telecommunications ETF position as of Q1 2023 after selling out during the quarter.
  • Blue Trust Inc sold 198 iShares US Telecommunications ETF shares in Q1 2023, an estimated $4K.
  • Blue Trust Inc first reported a position in iShares US Telecommunications ETF in Q2 2022 and held it in 3 quarters.
  • Blue Trust Inc's iShares US Telecommunications ETF position peaked at $6K in Q2 2022.
  • 132 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.