EFS
IYZ icon

Econ Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-26,325
Closed -$599K – 92
2023
Q4 		$599K Buy
26,325
+75
+0.3% +$1.61K 0.42% 53
2023
Q3 		$559K Buy
+26,250
New +$580K 0.41% 54

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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Econ Financial Services's IYZ Position: Q1 2024 in Review

Econ Financial Services sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 26,325 shares — an estimated $599K sold.

Econ Financial Services first reported a position in IYZ in Q3 2023 and held it in 2 quarters. The position peaked at $599K in Q4 2023. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

  • Econ Financial Services reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
  • Econ Financial Services sold 26,325 iShares US Telecommunications ETF shares in Q1 2024, an estimated $599K.
  • Econ Financial Services first reported a position in iShares US Telecommunications ETF in Q3 2023 and held it in 2 quarters.
  • Econ Financial Services's iShares US Telecommunications ETF position peaked at $599K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.