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Principal Street Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Principal Street Partners’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
-19,172
Closed -$436K – 262
2023
Q4 		$436K Buy
+19,172
New +$411K 0.11% 128
2022
Q1 		– Sell
-28,956
Closed -$953K – 222
2021
Q4 		$953K Buy
+28,956
New +$932K 0.23% 78

Other funds holding IYZ

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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Street Partners's IYZ Position: Q1 2024 in Review

Principal Street Partners sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 19,172 shares — an estimated $436K sold.

Principal Street Partners first reported a position in IYZ in Q4 2021 and held it in 2 quarters. The position peaked at $953K in Q4 2021. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

  • Principal Street Partners reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Street Partners sold 19,172 iShares US Telecommunications ETF shares in Q1 2024, an estimated $436K.
  • Principal Street Partners first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 2 quarters.
  • Principal Street Partners's iShares US Telecommunications ETF position peaked at $953K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Principal Street Partners's 13F filing for Q1 2024, filed 15 May 2024.