Chevy Chase Trust
IYZ icon

Chevy Chase Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

Chevy Chase Trust’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
-9,184
Closed -$209K – 622
2023
Q4 		$209K Buy
+9,184
New +$197K ﹤0.01% 613
2023
Q1 		– Sell
-559,279
Closed -$12.5M – 647
2022
Q4 		$12.5M Buy
+559,279
New +$12.5M 0.05% 324
2022
Q1 		– Sell
-10,455
Closed -$344K – 668
2021
Q4 		$344K Buy
+10,455
New +$336K ﹤0.01% 634

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chevy Chase Trust's IYZ Position: Q1 2024 in Review

Chevy Chase Trust sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 9,184 shares — an estimated $209K sold.

Chevy Chase Trust first reported a position in IYZ in Q4 2021 and held it in 3 quarters. The position peaked at $12.5M in Q4 2022. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

  • Chevy Chase Trust reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
  • Chevy Chase Trust sold 9,184 iShares US Telecommunications ETF shares in Q1 2024, an estimated $209K.
  • Chevy Chase Trust first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 3 quarters.
  • Chevy Chase Trust's iShares US Telecommunications ETF position peaked at $12.5M in Q4 2022.
  • 114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Chevy Chase Trust's 13F filing for Q1 2024, filed 3 May 2024.