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Prostatis Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Prostatis 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
-68,466
Closed -$55.5K – 175
2023
Q2 		$55.5K Buy
68,466
+59,646
+676% +$1.3M 0.03% 169
2023
Q1 		$204K Buy
+8,820
New +$206K 0.11% 95

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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

Prostatis Group's IYZ Position: Q3 2023 in Review

Prostatis Group sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 68,466 shares — an estimated $55.5K sold.

Prostatis Group first reported a position in IYZ in Q1 2023 and held it in 2 quarters. The position peaked at $204K in Q1 2023. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

  • Prostatis Group reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 68,466 iShares US Telecommunications ETF shares in Q3 2023, an estimated $55.5K.
  • Prostatis Group first reported a position in iShares US Telecommunications ETF in Q1 2023 and held it in 2 quarters.
  • Prostatis Group's iShares US Telecommunications ETF position peaked at $204K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.