Prestige Wealth Management Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Prestige Wealth Management Group’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 Q3	–	Sell	-150	Closed	-$3.31K	–	1065
2023 Q2	$3.31K	Hold	150	–	–	﹤0.01%	680
2023 Q1	$3.47K	Hold	150	–	–	﹤0.01%	650
2022 Q4	$3.36K	Hold	150	–	–	﹤0.01%	717
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	669
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	637
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	672
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	642
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	636
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	627
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	623
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	584
2020 Q3	$4K	Hold	150	–	–	﹤0.01%	580
2020 Q2	$4K	Hold	150	–	–	﹤0.01%	561
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	530
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	438
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	437
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	416
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	421
2018 Q4	$4K	Buy	+150	New	+$4.2K	﹤0.01%	654

Other funds holding IYZ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Prestige Wealth Management Group's IYZ Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 150 shares — an estimated $3.31K sold.

Prestige Wealth Management Group first reported a position in IYZ in Q4 2018 and held it in 19 quarters. The position peaked at $5K in Q4 2021. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

Prestige Wealth Management Group reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 150 iShares US Telecommunications ETF shares in Q3 2023, an estimated $3.31K.
Prestige Wealth Management Group first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 19 quarters.
Prestige Wealth Management Group's iShares US Telecommunications ETF position peaked at $5K in Q4 2021.
118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.