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Raymond James & Associates’s iShares US Telecommunications ETF IYZ Stock Holding History

Raymond James & Associates’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
Q3 		$1.69M Sell
67,083
-2,637
-4% -$60.7K ﹤0.01% 2324
2024
Q2 		$1.51M Buy
69,720
+4,448
+7% +$94.3K ﹤0.01% 2318
2024
Q1 		$1.43M Sell
65,272
-61,660
-49% -$1.38M ﹤0.01% 2371
2023
Q4 		$2.89M Buy
126,932
+60,790
+92% +$1.3M ﹤0.01% 1870
2023
Q3 		$1.41M Sell
66,142
-3,190
-5% -$70.5K ﹤0.01% 2235
2023
Q2 		$1.53M Sell
69,332
-3,851
-5% -$84.2K ﹤0.01% 2228
2023
Q1 		$1.69M Sell
73,183
-350,209
-83% -$8.16M ﹤0.01% 2137
2022
Q4 		$9.5M Buy
423,392
+366,564
+645% +$8.19M 0.01% 1024
2022
Q3 		$1.19M Buy
56,828
+4,265
+8% +$106K ﹤0.01% 2296
2022
Q2 		$1.32M Buy
52,563
+1,060
+2% +$28.7K ﹤0.01% 2263
2022
Q1 		$1.54M Buy
51,503
+24,658
+92% +$753K ﹤0.01% 2307
2021
Q4 		$883K Buy
26,845
+9,160
+52% +$295K ﹤0.01% 2698
2021
Q3 		$574K Sell
17,685
-4,867
-22% -$164K ﹤0.01% 2966
2021
Q2 		$749K Sell
22,552
-32,339
-59% -$1.07M ﹤0.01% 2784
2021
Q1 		$1.77M Sell
54,891
-4,694
-8% -$148K ﹤0.01% 2100
2020
Q4 		$1.8M Buy
59,585
+6,710
+13% +$194K ﹤0.01% 1949
2020
Q3 		$1.44M Buy
52,875
+3,174
+6% +$89.8K ﹤0.01% 1959
2020
Q2 		$1.37M Buy
49,701
+14,120
+40% +$384K ﹤0.01% 1950
2020
Q1 		$884K Buy
35,581
+24,656
+226% +$702K ﹤0.01% 2065
2019
Q4 		$326K Buy
10,925
+300
+3% +$8.84K ﹤0.01% 3033
2019
Q3 		$310K Sell
10,625
-168
-2% -$4.93K ﹤0.01% 2990
2019
Q2 		$318K Buy
+10,793
New +$321K ﹤0.01% 2978
2018
Q4 		– Sell
-6,939
Closed -$206K – 3628
2018
Q3 		$206K Buy
+6,939
New +$200K ﹤0.01% 3274
2017
Q4 		– Sell
-29,106
Closed -$885K – 3479
2017
Q3 		$885K Buy
+29,106
New +$916K ﹤0.01% 2171
2017
Q2 		– Sell
-9,934
Closed -$321K – 3386
2017
Q1 		$321K Buy
+9,934
New +$338K ﹤0.01% 2665
2014
Q4 		– Sell
-14,543
Closed -$436K – 2262
2014
Q3 		$436K Buy
+14,543
New +$442K ﹤0.01% 1909
2014
Q1 		– Sell
-13,310
Closed -$396K – 2102
2013
Q4 		$396K Buy
+13,310
New +$381K ﹤0.01% 1759

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Raymond James & Associates's IYZ Position: Q3 2024 in Review

Raymond James & Associates reduced its iShares US Telecommunications ETF (IYZ) stake by 3.8% in Q3 2024, selling an estimated $60.7K and leaving 67,083 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Raymond James & Associates first reported a position in IYZ in Q4 2013 and has held it in 27 quarters since. The position peaked at $9.5M in Q4 2022. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

  • Raymond James & Associates held 67,083 shares of iShares US Telecommunications ETF worth $1.69M as of Q3 2024.
  • Raymond James & Associates sold 2,637 iShares US Telecommunications ETF shares in Q3 2024, an estimated $60.7K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2324 holding.
  • Raymond James & Associates first reported a position in iShares US Telecommunications ETF in Q4 2013 and has held it in 27 quarters since.
  • Raymond James & Associates's iShares US Telecommunications ETF position peaked at $9.5M in Q4 2022.
  • 103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.