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IYZ icon

Cutler Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Cutler Group’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
-600
Closed -$13K – 4055
2023
Q2 		$13K Buy
+600
New +$13.1K ﹤0.01% 2101
2023
Q1 		– Sell
-200
Closed -$4.66K – 4268
2022
Q4 		$4K Hold
200
– – ﹤0.01% 3314
2022
Q3 		$4K Buy
+200
New +$4.99K ﹤0.01% 3800
2021
Q2 		– Sell
-500
Closed -$16.6K – 6016
2021
Q1 		$16K Sell
500
-700
-58% -$22.1K ﹤0.01% 3390
2020
Q4 		$36K Buy
+1,200
New +$34.7K ﹤0.01% 2231
2020
Q1 		– Sell
-1,000
Closed -$28.5K – 4351
2019
Q4 		$29K Buy
+1,000
New +$29.4K ﹤0.01% 1986
2017
Q3 		– Sell
-106
Closed -$3.33K – 6255
2017
Q2 		$3K Buy
+106
New +$3.51K ﹤0.01% 5247
2016
Q4 		– Sell
-20,325
Closed -$654K – 6914
2016
Q3 		$654K Sell
20,325
-19,311
-49% -$637K 0.03% 486
2016
Q2 		$1.32M Buy
+39,636
New +$1.24M 0.07% 223

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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

Cutler Group's IYZ Position: Q3 2023 in Review

Cutler Group sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 600 shares — an estimated $13K sold.

Cutler Group first reported a position in IYZ in Q2 2016 and held it in 9 quarters. The position peaked at $1.32M in Q2 2016. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

  • Cutler Group reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 600 iShares US Telecommunications ETF shares in Q3 2023, an estimated $13K.
  • Cutler Group first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 9 quarters.
  • Cutler Group's iShares US Telecommunications ETF position peaked at $1.32M in Q2 2016.
  • 118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.