Lumature Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Lumature Wealth Partners’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	$626K	Buy	28,338 +4,829	+21%	+$106K	0.37%	57
2023 Q1	$544K	Sell	23,509 -228	-1%	-$5.32K	0.31%	60
2022 Q4	$532K	Sell	23,737 -5,304	-18%	-$118K	0.3%	60
2022 Q3	$606K	Buy	29,041 +666	+2%	+$16.6K	0.32%	58
2022 Q2	$713K	Buy	28,375 +2,961	+12%	+$80K	0.32%	60
2022 Q1	$760K	Buy	25,414 +2,680	+12%	+$81.8K	0.31%	73
2021 Q4	$748K	Buy	22,734 +1,736	+8%	+$55.9K	0.29%	78
2021 Q3	$681K	Buy	20,998 +2,973	+16%	+$100K	0.28%	80
2021 Q2	$599K	Buy	18,025 +2,979	+20%	+$98.8K	0.25%	85
2021 Q1	$486K	Buy	15,046 +7,833	+109%	+$247K	0.26%	86
2020 Q4	$218K	Buy	+7,213	New	+$209K	0.21%	113

Other funds holding IYZ

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Lumature Wealth Partners's IYZ Position: Q2 2023 in Review

Lumature Wealth Partners increased its iShares US Telecommunications ETF (IYZ) stake by 21% in Q2 2023, buying an estimated $106K and bringing the position to 28,338 shares worth $626K. The position accounts for 0.37% of the portfolio, ranked #57.

Lumature Wealth Partners first reported a position in IYZ in Q4 2020 and has held it in 11 quarters since. The position peaked at $760K in Q1 2022. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

Lumature Wealth Partners held 28,338 shares of iShares US Telecommunications ETF worth $626K as of Q2 2023.
Lumature Wealth Partners bought 4,829 iShares US Telecommunications ETF shares in Q2 2023, an estimated $106K.
iShares US Telecommunications ETF made up 0.37% of Lumature Wealth Partners's portfolio in Q2 2023, its #57 holding.
Lumature Wealth Partners first reported a position in iShares US Telecommunications ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares US Telecommunications ETF position peaked at $760K in Q1 2022.
122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

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