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First Merchants Corp’s iShares US Telecommunications ETF IYZ Stock Holding History

First Merchants Corp’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
-18,728
Closed -$426K – 221
2023
Q4 		$426K Sell
18,728
-434
-2% -$9.3K 0.03% 179
2023
Q3 		$408K Buy
19,162
+581
+3% +$12.8K 0.04% 174
2023
Q2 		$410K Sell
18,581
-326
-2% -$7.13K 0.03% 179
2023
Q1 		$438K Buy
18,907
+2,237
+13% +$52.2K 0.04% 178
2022
Q4 		$374K Sell
16,670
-27
-0.2% -$603 0.03% 189
2022
Q3 		$348K Buy
16,697
+2,525
+18% +$63K 0.03% 196
2022
Q2 		$356K Sell
14,172
-4,404
-24% -$119K 0.04% 195
2022
Q1 		$555K Sell
18,576
-137
-0.7% -$4.18K 0.05% 192
2021
Q4 		$616K Buy
18,713
+1,093
+6% +$35.2K 0.05% 193
2021
Q3 		$572K Sell
17,620
-1,057
-6% -$35.6K 0.04% 197
2021
Q2 		$620K Sell
18,677
-682
-4% -$22.6K 0.04% 190
2021
Q1 		$626K Buy
19,359
+626
+3% +$19.8K 0.04% 193
2020
Q4 		$566K Sell
18,733
-5,228
-22% -$151K 0.04% 195
2020
Q3 		$652K Sell
23,961
-415
-2% -$11.7K 0.05% 185
2020
Q2 		$671K Buy
24,376
+881
+4% +$23.9K 0.06% 180
2020
Q1 		$584K Buy
23,495
+1,263
+6% +$36K 0.08% 182
2019
Q4 		$664K Sell
22,232
-1,800
-7% -$53K 0.07% 197
2019
Q3 		$702K Buy
+24,032
New +$705K 0.07% 198

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

First Merchants Corp's IYZ Position: Q1 2024 in Review

First Merchants Corp sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 18,728 shares — an estimated $426K sold.

First Merchants Corp first reported a position in IYZ in Q3 2019 and held it in 18 quarters. The position peaked at $702K in Q3 2019. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

  • First Merchants Corp reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
  • First Merchants Corp sold 18,728 iShares US Telecommunications ETF shares in Q1 2024, an estimated $426K.
  • First Merchants Corp first reported a position in iShares US Telecommunications ETF in Q3 2019 and held it in 18 quarters.
  • First Merchants Corp's iShares US Telecommunications ETF position peaked at $702K in Q3 2019.
  • 114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on First Merchants Corp's 13F filing for Q1 2024, filed 25 Apr 2024.