One Charles Private Wealth Services’s iShares US Telecommunications ETF IYZ Stock Holding History

One Charles Private Wealth Services’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	-11,702	Closed	-$271K	–	129
2023 Q1	$271K	Sell	11,702 -1,094	-9%	-$25.5K	0.17%	101
2022 Q4	$287K	Buy	12,796 +557	+5%	+$12.4K	0.19%	91
2022 Q3	$256K	Buy	+12,239	New	+$305K	0.17%	98
2022 Q1	–	Sell	-7,639	Closed	-$251K	–	119
2021 Q4	$251K	Buy	+7,639	New	+$246K	0.14%	104

Other funds holding IYZ

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

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 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

One Charles Private Wealth Services's IYZ Position: Q2 2023 in Review

One Charles Private Wealth Services sold out of iShares US Telecommunications ETF (IYZ) in Q2 2023, closing a stake of 11,702 shares — an estimated $271K sold.

One Charles Private Wealth Services first reported a position in IYZ in Q4 2021 and held it in 4 quarters. The position peaked at $287K in Q4 2022. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

One Charles Private Wealth Services reported no remaining iShares US Telecommunications ETF position as of Q2 2023 after selling out during the quarter.
One Charles Private Wealth Services sold 11,702 iShares US Telecommunications ETF shares in Q2 2023, an estimated $271K.
One Charles Private Wealth Services first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 4 quarters.
One Charles Private Wealth Services's iShares US Telecommunications ETF position peaked at $287K in Q4 2022.
122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

Based on One Charles Private Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.