Janney Montgomery Scott
IYZ icon

Janney Montgomery Scott’s iShares US Telecommunications ETF IYZ Stock Holding History

Janney Montgomery Scott’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
-9,391
Closed -$208K – 2676
2023
Q2 		$208K Sell
9,391
-6,448
-41% -$141K ﹤0.01% 2441
2023
Q1 		$367K Sell
15,839
-2,171
-12% -$50.6K ﹤0.01% 1927
2022
Q4 		$404K Buy
18,010
+7,772
+76% +$174K ﹤0.01% 1912
2022
Q3 		$214K Buy
+10,238
New +$255K ﹤0.01% 2241

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

Janney Montgomery Scott's IYZ Position: Q3 2023 in Review

Janney Montgomery Scott sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 9,391 shares — an estimated $208K sold.

Janney Montgomery Scott first reported a position in IYZ in Q3 2022 and held it in 4 quarters. The position peaked at $404K in Q4 2022. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

  • Janney Montgomery Scott reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,391 iShares US Telecommunications ETF shares in Q3 2023, an estimated $208K.
  • Janney Montgomery Scott first reported a position in iShares US Telecommunications ETF in Q3 2022 and held it in 4 quarters.
  • Janney Montgomery Scott's iShares US Telecommunications ETF position peaked at $404K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.