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Dynamic Advisor Solutions’s iShares US Telecommunications ETF IYZ Stock Holding History

Dynamic Advisor Solutions’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
-15,995
Closed -$347K – 965
2024
Q2 		$347K Buy
15,995
+2,140
+15% +$45.4K 0.01% 718
2024
Q1 		$305K Buy
13,855
+1,115
+9% +$25K 0.01% 757
2023
Q4 		$288K Buy
+12,740
New +$273K 0.01% 730

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
Barclays
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
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
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

Dynamic Advisor Solutions's IYZ Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of iShares US Telecommunications ETF (IYZ) in Q3 2024, closing a stake of 15,995 shares — an estimated $347K sold.

Dynamic Advisor Solutions first reported a position in IYZ in Q4 2023 and held it in 3 quarters. The position peaked at $347K in Q2 2024. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining iShares US Telecommunications ETF position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 15,995 iShares US Telecommunications ETF shares in Q3 2024, an estimated $347K.
  • Dynamic Advisor Solutions first reported a position in iShares US Telecommunications ETF in Q4 2023 and held it in 3 quarters.
  • Dynamic Advisor Solutions's iShares US Telecommunications ETF position peaked at $347K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.