Cresset Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Cresset Asset 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 Q2	–	Sell	-55,003	Closed	-$1.27M	–	1912
2023 Q1	$1.27M	Buy	55,003 +1,736	+3%	+$40.5K	0.03%	298
2022 Q4	$1.19M	Sell	53,267 -4,100	-7%	-$91.6K	0.02%	273
2022 Q3	$1.2M	Hold	57,367	–	–	0.02%	311
2022 Q2	$1.44M	Hold	57,367	–	–	0.02%	287
2022 Q1	$1.72M	Hold	57,367	–	–	0.02%	272
2021 Q4	$1.89M	Buy	57,367 +41,618	+264%	+$1.34M	0.02%	310
2021 Q3	$511K	Buy	+15,749	New	+$531K	0.01%	613
2021 Q2	–	Sell	-57,367	Closed	-$1.85M	–	1050
2021 Q1	$1.85M	Buy	57,367 +3,838	+7%	+$121K	0.03%	184
2020 Q4	$1.62M	Buy	53,529 +2,358	+5%	+$68.2K	0.03%	178
2020 Q3	$1.39M	Sell	51,171 -6,167	-11%	-$175K	0.03%	197
2020 Q2	$1.58M	Buy	+57,338	New	+$1.56M	0.03%	169

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cresset Asset Management's IYZ Position: Q2 2023 in Review

Cresset Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2023, closing a stake of 55,003 shares — an estimated $1.27M sold.

Cresset Asset Management first reported a position in IYZ in Q2 2020 and held it in 11 quarters. The position peaked at $1.89M in Q4 2021. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

Cresset Asset Management reported no remaining iShares US Telecommunications ETF position as of Q2 2023 after selling out during the quarter.
Cresset Asset Management sold 55,003 iShares US Telecommunications ETF shares in Q2 2023, an estimated $1.27M.
Cresset Asset Management first reported a position in iShares US Telecommunications ETF in Q2 2020 and held it in 11 quarters.
Cresset Asset Management's iShares US Telecommunications ETF position peaked at $1.89M in Q4 2021.
122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

Based on Cresset Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.