Dakota Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Dakota Wealth 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
2024 Q3	–	Sell	-11,551	Closed	-$251K	–	749
2024 Q2	$251K	Sell	11,551 -547,422	-98%	-$11.6M	0.01%	618
2024 Q1	$12.3M	Buy	558,973 +69,402	+14%	+$1.56M	0.31%	75
2023 Q4	$11.1M	Buy	489,571 +87,786	+22%	+$1.88M	0.43%	62
2023 Q3	$8.56M	Buy	401,785 +24,842	+7%	+$549K	0.38%	74
2023 Q2	$8.33M	Buy	376,943 +23,967	+7%	+$524K	0.39%	69
2023 Q1	$8.17M	Buy	+352,976	New	+$8.23M	0.55%	46

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Dakota Wealth Management's IYZ Position: Q3 2024 in Review

Dakota Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2024, closing a stake of 11,551 shares — an estimated $251K sold.

Dakota Wealth Management first reported a position in IYZ in Q1 2023 and held it in 6 quarters. The position peaked at $12.3M in Q1 2024. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

Dakota Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2024 after selling out during the quarter.
Dakota Wealth Management sold 11,551 iShares US Telecommunications ETF shares in Q3 2024, an estimated $251K.
Dakota Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2023 and held it in 6 quarters.
Dakota Wealth Management's iShares US Telecommunications ETF position peaked at $12.3M in Q1 2024.
103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on Dakota Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.