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Northwest Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Northwest Financial 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
Q1 		– Sell
-100
Closed -$2.28K – 306
2023
Q4 		$2.28K Buy
+100
New +$2.14K ﹤0.01% 487

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwest Financial Advisors's IYZ Position: Q1 2024 in Review

Northwest Financial Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 100 shares — an estimated $2.28K sold.

Northwest Financial Advisors first reported a position in IYZ in Q4 2023 and held it in 1 quarter. The position peaked at $2.28K in Q4 2023. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

  • Northwest Financial Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 100 iShares US Telecommunications ETF shares in Q1 2024, an estimated $2.28K.
  • Northwest Financial Advisors first reported a position in iShares US Telecommunications ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's iShares US Telecommunications ETF position peaked at $2.28K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.