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
2022 Q4	–	Sell	-37,600	Closed	-$19K	–	3996
2022 Q3	$19K	Buy	37,600 +4,000	+12%	+$99.8K	﹤0.01%	3803
2022 Q2	$13K	Buy	+33,600	New	+$908K	﹤0.01%	3916
2021 Q2	–	Sell	-27,600	Closed	-$168K	–	4145
2021 Q1	$168K	Hold	27,600	–	–	﹤0.01%	3662
2020 Q4	$73K	Hold	27,600	–	–	﹤0.01%	3594
2020 Q3	$19K	Hold	27,600	–	–	﹤0.01%	3510
2020 Q2	$23K	Buy	27,600 +8,000	+41%	+$217K	﹤0.01%	3433
2020 Q1	$7K	Buy	+19,600	New	+$558K	﹤0.01%	3460

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

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 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 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.