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IYZ icon

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

Laidlaw 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
2023
Q2 		– Sell
-30,586
Closed -$708K – 362
2023
Q1 		$708K Sell
30,586
-5,085
-14% -$119K 0.14% 161
2022
Q4 		$800K Buy
+35,671
New +$797K 0.17% 149

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.56T AUM 27.86% 1-Year Est. Return

Laidlaw Wealth Management's IYZ Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2023, closing a stake of 30,586 shares — an estimated $708K sold.

Laidlaw Wealth Management first reported a position in IYZ in Q4 2022 and held it in 2 quarters. The position peaked at $800K in Q4 2022. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

  • Laidlaw Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q2 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 30,586 iShares US Telecommunications ETF shares in Q2 2023, an estimated $708K.
  • Laidlaw Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 2 quarters.
  • Laidlaw Wealth Management's iShares US Telecommunications ETF position peaked at $800K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.