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IYZ icon

Planned Solutions’s iShares US Telecommunications ETF IYZ Stock Holding History

Planned Solutions’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
Q4 		– Sell
-597
Closed -$15.1K – 385
2024
Q3 		$15.1K Buy
+597
New +$13.8K 0.01% 411
2024
Q1 		– Sell
-539
Closed -$12.3K – 326
2023
Q4 		$12.3K Buy
+539
New +$11.6K 0.01% 403
2022
Q1 		– Sell
-26,471
Closed -$871K – 77
2021
Q4 		$871K Buy
+26,471
New +$852K 0.58% 22
2021
Q2 		$1.13M Sell
33,909
-2,011
-6% -$66.7K 0.78% 18
2021
Q1 		$1.16M Sell
35,920
-103,369
-74% -$3.27M 0.91% 16
2020
Q4 		$4.21M Buy
139,289
+1,431
+1% +$41.4K 3.37% 7
2020
Q3 		$3.75M Buy
+137,858
New +$3.9M 3.66% 6

Other funds holding IYZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planned Solutions's IYZ Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Telecommunications ETF (IYZ) in Q4 2024, closing a stake of 597 shares — an estimated $15.1K sold.

Planned Solutions first reported a position in IYZ in Q3 2020 and held it in 7 quarters. The position peaked at $4.21M in Q4 2020. 154 funds tracked by Wall St. Rank hold IYZ as of Q4 2024.

  • Planned Solutions reported no remaining iShares US Telecommunications ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 597 iShares US Telecommunications ETF shares in Q4 2024, an estimated $15.1K.
  • Planned Solutions first reported a position in iShares US Telecommunications ETF in Q3 2020 and held it in 7 quarters.
  • Planned Solutions's iShares US Telecommunications ETF position peaked at $4.21M in Q4 2020.
  • 154 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.