Charles D. Hyman’s iShares US Telecommunications ETF IYZ Stock Holding History

Charles D. Hyman’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	-9,100	Closed	-$201K	–	236
2023 Q2	$201K	Hold	9,100	–	–	0.01%	231
2023 Q1	$211K	Hold	9,100	–	–	0.01%	231
2022 Q4	$204K	Buy	+9,100	New	+$203K	0.01%	235
2022 Q3	–	Sell	-9,100	Closed	-$229K	–	236
2022 Q2	$229K	Hold	9,100	–	–	0.02%	216
2022 Q1	$272K	Hold	9,100	–	–	0.02%	212
2021 Q4	$299K	Hold	9,100	–	–	0.02%	209
2021 Q3	$295K	Hold	9,100	–	–	0.02%	200
2021 Q2	$302K	Hold	9,100	–	–	0.02%	203
2021 Q1	$294K	Hold	9,100	–	–	0.02%	198
2020 Q4	$275K	Hold	9,100	–	–	0.02%	201
2020 Q3	$248K	Hold	9,100	–	–	0.02%	201
2020 Q2	$251K	Hold	9,100	–	–	0.02%	192
2020 Q1	$226K	Hold	9,100	–	–	0.03%	166
2019 Q4	$272K	Hold	9,100	–	–	0.03%	176
2019 Q3	$266K	Hold	9,100	–	–	0.03%	163
2019 Q2	$268K	Hold	9,100	–	–	0.03%	161
2019 Q1	$271K	Hold	9,100	–	–	0.03%	163
2018 Q4	$240K	Buy	+9,100	New	+$255K	0.03%	150

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 $4.62B AUM 33.09% 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 $235B AUM 32.99% 1-Year Est. Return

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

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Charles D. Hyman's IYZ Position: Q3 2023 in Review

Charles D. Hyman sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 9,100 shares — an estimated $201K sold.

Charles D. Hyman first reported a position in IYZ in Q4 2018 and held it in 18 quarters. The position peaked at $302K in Q2 2021. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

Charles D. Hyman reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
Charles D. Hyman sold 9,100 iShares US Telecommunications ETF shares in Q3 2023, an estimated $201K.
Charles D. Hyman first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 18 quarters.
Charles D. Hyman's iShares US Telecommunications ETF position peaked at $302K in Q2 2021.
118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Charles D. Hyman's 13F filing for Q3 2023, filed 1 Nov 2023.