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Montag & Associates’s iShares US Telecommunications ETF IYZ Stock Holding History

Montag & Associates’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
Q1 		– Sell
-35
Closed -$785 – 946
2022
Q4 		$785 Hold
35
– – ﹤0.01% 917
2022
Q3 		$1K Hold
35
– – ﹤0.01% 838
2022
Q2 		$1K Hold
35
– – ﹤0.01% 797
2022
Q1 		$1K Hold
35
– – ﹤0.01% 814
2021
Q4 		$1K Hold
35
– – ﹤0.01% 832
2021
Q3 		$1K Hold
35
– – ﹤0.01% 835
2021
Q2 		$1K Hold
35
– – ﹤0.01% 829
2021
Q1 		$1K Buy
+35
New +$1.11K ﹤0.01% 827

Other funds holding IYZ

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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

Montag & Associates's IYZ Position: Q1 2023 in Review

Montag & Associates sold out of iShares US Telecommunications ETF (IYZ) in Q1 2023, closing a stake of 35 shares — an estimated $785 sold.

Montag & Associates first reported a position in IYZ in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 132 funds tracked by Wall St. Rank hold IYZ as of Q1 2023.

  • Montag & Associates reported no remaining iShares US Telecommunications ETF position as of Q1 2023 after selling out during the quarter.
  • Montag & Associates sold 35 iShares US Telecommunications ETF shares in Q1 2023, an estimated $785.
  • Montag & Associates first reported a position in iShares US Telecommunications ETF in Q1 2021 and held it in 8 quarters.
  • Montag & Associates's iShares US Telecommunications ETF position peaked at $1K in Q3 2022.
  • 132 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.