Carmichael Hill & Associates’s iShares US Telecommunications ETF IYZ Stock Holding History

Carmichael Hill & Associates’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 Q1	–	Sell	-1,095	Closed	-$24.9K	–	796
2023 Q4	$24.9K	Buy	1,095 +11	+1%	+$236	0.01%	442
2023 Q3	$23.1K	Hold	1,084	–	–	0.01%	444
2023 Q2	$24K	Buy	1,084 +6	+0.6%	+$131	0.01%	442
2023 Q1	$25K	Buy	1,078 +8	+0.7%	+$187	0.01%	421
2022 Q4	$24K	Buy	+1,070	New	+$23.9K	0.01%	431

Other funds holding IYZ

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

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmichael Hill & Associates's IYZ Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 1,095 shares — an estimated $24.9K sold.

Carmichael Hill & Associates first reported a position in IYZ in Q4 2022 and held it in 5 quarters. The position peaked at $25K in Q1 2023. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

Carmichael Hill & Associates reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 1,095 iShares US Telecommunications ETF shares in Q1 2024, an estimated $24.9K.
Carmichael Hill & Associates first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 5 quarters.
Carmichael Hill & Associates's iShares US Telecommunications ETF position peaked at $25K in Q1 2023.
114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.