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IYZ icon

Horan Securities’s iShares US Telecommunications ETF IYZ Stock Holding History

Horan Securities’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
Q3 		– Sell
-15
Closed -$332 – 387
2023
Q2 		$332 Hold
15
– – ﹤0.01% 681
2023
Q1 		$347 Hold
15
– – ﹤0.01% 695
2022
Q4 		$336 Hold
15
– – ﹤0.01% 740
2022
Q3 		$0 Buy
+15
New +$374 ﹤0.01% 689

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Horan Securities's IYZ Position: Q3 2023 in Review

Horan Securities sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 15 shares — an estimated $332 sold.

Horan Securities first reported a position in IYZ in Q3 2022 and held it in 4 quarters. The position peaked at $347 in Q1 2023. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

  • Horan Securities reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 15 iShares US Telecommunications ETF shares in Q3 2023, an estimated $332.
  • Horan Securities first reported a position in iShares US Telecommunications ETF in Q3 2022 and held it in 4 quarters.
  • Horan Securities's iShares US Telecommunications ETF position peaked at $347 in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.