Laurel Wealth Advisors (North Carolina)’s iShares US Telecommunications ETF IYZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-150	Closed	-$3.3K	–	668
2024 Q1	$3.3K	Hold	150	–	–	﹤0.01%	521
2023 Q4	$3.41K	Hold	150	–	–	﹤0.01%	481
2023 Q3	$3.19K	Hold	150	–	–	﹤0.01%	483
2023 Q2	$3.31K	Hold	150	–	–	﹤0.01%	491
2023 Q1	$3.47K	Hold	150	–	–	﹤0.01%	485
2022 Q4	$3.37K	Hold	150	–	–	﹤0.01%	459
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	462
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	468
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	502
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	484
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	476
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	544
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	500
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	473
2020 Q3	$4K	Hold	150	–	–	﹤0.01%	440
2020 Q2	$4K	Hold	150	–	–	﹤0.01%	435
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	425
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	458
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	442
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	449
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	424
2018 Q4	$4K	Buy	+150	New	+$4.2K	﹤0.01%	421

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IYZ Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Telecommunications ETF (IYZ) in Q2 2024, closing a stake of 150 shares — an estimated $3.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IYZ in Q4 2018 and held it in 22 quarters. The position peaked at $5K in Q4 2021. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Telecommunications ETF position as of Q2 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 150 iShares US Telecommunications ETF shares in Q2 2024, an estimated $3.3K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 22 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares US Telecommunications ETF position peaked at $5K in Q4 2021.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.