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

Endurance 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
2023 Q2	$25K	Sell	1,120 -40	-3%	-$874	﹤0.01%	403
2023 Q1	$27K	Hold	1,160	–	–	﹤0.01%	410
2022 Q4	$26K	Sell	1,160 -440	-28%	-$9.82K	﹤0.01%	385
2022 Q3	$33K	Hold	1,600	–	–	0.01%	367
2022 Q2	$40K	Hold	1,600	–	–	0.01%	356
2022 Q1	$48K	Hold	1,600	–	–	0.01%	353
2021 Q4	$53K	Hold	1,600	–	–	0.01%	348
2021 Q3	$52K	Sell	1,600 -400	-20%	-$13.5K	0.01%	351
2021 Q2	$66K	Hold	2,000	–	–	0.01%	332
2021 Q1	$65K	Hold	2,000	–	–	0.01%	330
2020 Q4	$60K	Sell	2,000 -407	-17%	-$11.8K	0.01%	299
2020 Q3	$65K	Sell	2,407 -68	-3%	-$1.93K	0.01%	271
2020 Q2	$68K	Sell	2,475 -100	-4%	-$2.72K	0.01%	276
2020 Q1	$64K	Buy	2,575 +260	+11%	+$7.41K	0.01%	257
2019 Q4	$69K	Hold	2,315	–	–	0.01%	252
2019 Q3	$68K	Buy	2,315 +475	+26%	+$13.9K	0.01%	252
2019 Q2	$54K	Hold	1,840	–	–	0.01%	267
2019 Q1	$55K	Hold	1,840	–	–	0.01%	264
2018 Q4	$48K	Hold	1,840	–	–	0.01%	266
2018 Q3	$55K	Sell	1,840 -250	-12%	-$7.21K	0.01%	273
2018 Q2	$58K	Sell	2,090 -150	-7%	-$4.12K	0.01%	265
2018 Q1	$61K	Hold	2,240	–	–	0.01%	265
2017 Q4	$66K	Sell	2,240 -175	-7%	-$5.19K	0.01%	252
2017 Q3	$73K	Sell	2,415 -200	-8%	-$6.29K	0.01%	238
2017 Q2	$84K	Sell	2,615 -247	-9%	-$8.18K	0.01%	231
2017 Q1	$93K	Sell	2,862 -50	-2%	-$1.7K	0.02%	222
2016 Q4	$100K	Buy	2,912 +150	+5%	+$4.83K	0.02%	219
2016 Q3	$88K	Sell	2,762 -350	-11%	-$11.5K	0.02%	229
2016 Q2	$104K	Hold	3,112	–	–	0.02%	207
2016 Q1	$96K	Sell	3,112 -125	-4%	-$3.54K	0.01%	214
2015 Q4	$93K	Hold	3,237	–	–	0.02%	219
2015 Q3	$92K	Sell	3,237 -150	-4%	-$4.29K	0.02%	223
2015 Q2	$99K	Buy	+3,387	New	+$103K	0.02%	216

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

Endurance Wealth Management's IYZ Position: Q2 2023 in Review

Endurance Wealth Management reduced its iShares US Telecommunications ETF (IYZ) stake by 3.4% in Q2 2023, selling an estimated $874 and leaving 1,120 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Endurance Wealth Management first reported a position in IYZ in Q2 2015 and has held it in 33 quarters since. The position peaked at $104K in Q2 2016. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

Endurance Wealth Management held 1,120 shares of iShares US Telecommunications ETF worth $25K as of Q2 2023.
Endurance Wealth Management sold 40 iShares US Telecommunications ETF shares in Q2 2023, an estimated $874.
iShares US Telecommunications ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #403 holding.
Endurance Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's iShares US Telecommunications ETF position peaked at $104K in Q2 2016.
122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.