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

Kellett 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
2024
Q2 		– Sell
-16,729
Closed -$368K – 82
2024
Q1 		$368K Buy
16,729
+1,545
+10% +$34.7K 0.25% 49
2023
Q4 		$346K Buy
+15,184
New +$326K 0.26% 49

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

Kellett Wealth Advisors's IYZ Position: Q2 2024 in Review

Kellett Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2024, closing a stake of 16,729 shares — an estimated $368K sold.

Kellett Wealth Advisors first reported a position in IYZ in Q4 2023 and held it in 2 quarters. The position peaked at $368K in Q1 2024. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2024.

  • Kellett Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 16,729 iShares US Telecommunications ETF shares in Q2 2024, an estimated $368K.
  • Kellett Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q4 2023 and held it in 2 quarters.
  • Kellett Wealth Advisors's iShares US Telecommunications ETF position peaked at $368K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2024.

Based on Kellett Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.