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Connectus Wealth’s iShares US Telecommunications ETF IYZ Stock Holding History

Connectus Wealth’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
-117,802
Closed -$2.68M – 441
2023
Q4 		$2.68M Buy
+117,802
New +$2.53M 0.06% 221
2023
Q1 		– Sell
-35,965
Closed -$808K – 453
2022
Q4 		$808K Buy
+35,965
New +$803K 0.02% 304

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Connectus Wealth's IYZ Position: Q1 2024 in Review

Connectus Wealth sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 117,802 shares — an estimated $2.68M sold.

Connectus Wealth first reported a position in IYZ in Q4 2022 and held it in 2 quarters. The position peaked at $2.68M in Q4 2023. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

  • Connectus Wealth reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 117,802 iShares US Telecommunications ETF shares in Q1 2024, an estimated $2.68M.
  • Connectus Wealth first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 2 quarters.
  • Connectus Wealth's iShares US Telecommunications ETF position peaked at $2.68M in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.