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

ICA Group 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
2024
Q2 		– Sell
-706
Closed -$15.5K – 1049
2024
Q1 		$15.5K Hold
706
– – ﹤0.01% 807
2023
Q4 		$16.1K Buy
+706
New +$15.1K ﹤0.01% 779
2023
Q3 		– Sell
-706
Closed -$15.6K – 721
2023
Q2 		$15.6K Buy
+706
New +$15.4K ﹤0.01% 753

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ICA Group Wealth Management's IYZ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2024, closing a stake of 706 shares — an estimated $15.5K sold.

ICA Group Wealth Management first reported a position in IYZ in Q2 2023 and held it in 3 quarters. The position peaked at $16.1K in Q4 2023. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 706 iShares US Telecommunications ETF shares in Q2 2024, an estimated $15.5K.
  • ICA Group Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's iShares US Telecommunications ETF position peaked at $16.1K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.