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IYZ icon

Financial Perspectives’s iShares US Telecommunications ETF IYZ Stock Holding History

Financial Perspectives’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
Q1 		– Sell
-3,136
Closed -$70.3K – 688
2022
Q4 		$70.3K Buy
+3,136
New +$70K 0.04% 215

Other funds holding IYZ

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Perspectives's IYZ Position: Q1 2023 in Review

Financial Perspectives sold out of iShares US Telecommunications ETF (IYZ) in Q1 2023, closing a stake of 3,136 shares — an estimated $70.3K sold.

Financial Perspectives first reported a position in IYZ in Q4 2022 and held it in 1 quarter. The position peaked at $70.3K in Q4 2022. 132 funds tracked by Wall St. Rank hold IYZ as of Q1 2023.

  • Financial Perspectives reported no remaining iShares US Telecommunications ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Perspectives sold 3,136 iShares US Telecommunications ETF shares in Q1 2023, an estimated $70.3K.
  • Financial Perspectives first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 1 quarter.
  • Financial Perspectives's iShares US Telecommunications ETF position peaked at $70.3K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2023.

Based on Financial Perspectives's 13F filing for Q1 2023, filed 10 Jan 2024.