Private Advisory Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Private Advisory 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 Q2	–	Sell	-15,262	Closed	-$353K	–	223
2023 Q1	$353K	Sell	15,262 -1,604	-10%	-$37.4K	0.08%	162
2022 Q4	$378K	Sell	16,866 -39,980	-70%	-$893K	0.08%	148
2022 Q3	$1.19M	Buy	+56,846	New	+$1.42M	0.27%	86

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

Private Advisory Group's IYZ Position: Q2 2023 in Review

Private Advisory Group sold out of iShares US Telecommunications ETF (IYZ) in Q2 2023, closing a stake of 15,262 shares — an estimated $353K sold.

Private Advisory Group first reported a position in IYZ in Q3 2022 and held it in 3 quarters. The position peaked at $1.19M in Q3 2022. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

Private Advisory Group reported no remaining iShares US Telecommunications ETF position as of Q2 2023 after selling out during the quarter.
Private Advisory Group sold 15,262 iShares US Telecommunications ETF shares in Q2 2023, an estimated $353K.
Private Advisory Group first reported a position in iShares US Telecommunications ETF in Q3 2022 and held it in 3 quarters.
Private Advisory Group's iShares US Telecommunications ETF position peaked at $1.19M in Q3 2022.
122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.