CCM
IYZ icon

Crabel Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Crabel Capital Management’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
-12,960
Closed -$286K – 98
2023
Q2 		$286K Buy
+12,960
New +$283K 0.12% 86

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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 $13.1B AUM 28.37% 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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Crabel Capital Management's IYZ Position: Q3 2023 in Review

Crabel Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 12,960 shares — an estimated $286K sold.

Crabel Capital Management first reported a position in IYZ in Q2 2023 and held it in 1 quarter. The position peaked at $286K in Q2 2023. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

  • Crabel Capital Management reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
  • Crabel Capital Management sold 12,960 iShares US Telecommunications ETF shares in Q3 2023, an estimated $286K.
  • Crabel Capital Management first reported a position in iShares US Telecommunications ETF in Q2 2023 and held it in 1 quarter.
  • Crabel Capital Management's iShares US Telecommunications ETF position peaked at $286K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Crabel Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.