FWA
IYZ icon

FSC Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

FSC Wealth Advisors’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
-660
Closed -$14.8K – 182
2022
Q4 		$14.8K Buy
+660
New +$14.7K 0.03% 94
2022
Q1 		– Sell
-776
Closed -$26K – 183
2021
Q4 		$26K Buy
+776
New +$25K 0.02% 94

Other funds holding IYZ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 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 $1.81T AUM 41.13% 1-Year Est. Return

FSC Wealth Advisors's IYZ Position: Q1 2023 in Review

FSC Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2023, closing a stake of 660 shares — an estimated $14.8K sold.

FSC Wealth Advisors first reported a position in IYZ in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q4 2021. 131 funds tracked by Wall St. Rank hold IYZ as of Q1 2023.

  • FSC Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2023 after selling out during the quarter.
  • FSC Wealth Advisors sold 660 iShares US Telecommunications ETF shares in Q1 2023, an estimated $14.8K.
  • FSC Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 2 quarters.
  • FSC Wealth Advisors's iShares US Telecommunications ETF position peaked at $26K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2023.

Based on FSC Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.