Cary Street Partners Investment Advisory’s iShares US Telecommunications ETF IYZ Stock Holding History

Cary Street Partners Investment Advisory’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 Q3	–	Sell	-300	Closed	-$6.63K	–	1895
2023 Q2	$6.63K	Sell	300 -400	-57%	-$8.74K	﹤0.01%	1336
2023 Q1	$16.2K	Hold	700	–	–	﹤0.01%	1027
2022 Q4	$15.7K	Buy	+700	New	+$15.6K	﹤0.01%	1032

Other funds holding IYZ

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

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

PCH

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SFCL

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

Cary Street Partners Investment Advisory's IYZ Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 300 shares — an estimated $6.63K sold.

Cary Street Partners Investment Advisory first reported a position in IYZ in Q4 2022 and held it in 3 quarters. The position peaked at $16.2K in Q1 2023. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

Cary Street Partners Investment Advisory reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 300 iShares US Telecommunications ETF shares in Q3 2023, an estimated $6.63K.
Cary Street Partners Investment Advisory first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 3 quarters.
Cary Street Partners Investment Advisory's iShares US Telecommunications ETF position peaked at $16.2K in Q1 2023.
118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.