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Raymond James Financial Services Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Raymond James Financial Services Advisors’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 		$10.4M Buy
409,837
+83,401
+26% +$1.92M 0.01% 855
2024
Q2 		$7.09M Buy
326,436
+20,707
+7% +$439K 0.01% 988
2024
Q1 		$6.72M Sell
305,729
-36,547
-11% -$820K 0.01% 980
2023
Q4 		$7.79M Buy
342,276
+24,096
+8% +$517K 0.01% 873
2023
Q3 		$6.78M Buy
318,180
+38,087
+14% +$842K 0.01% 873
2023
Q2 		$6.19M Buy
280,093
+4,602
+2% +$101K 0.01% 915
2023
Q1 		$6.38M Sell
275,491
-116,128
-30% -$2.71M 0.01% 886
2022
Q4 		$8.78M Buy
391,619
+188,566
+93% +$4.21M 0.02% 708
2022
Q3 		$4.24M Sell
203,053
-97,473
-32% -$2.43M 0.01% 995
2022
Q2 		$7.55M Buy
300,526
+83,563
+39% +$2.26M 0.02% 741
2022
Q1 		$6.49M Buy
216,963
+3,671
+2% +$112K 0.01% 873
2021
Q4 		$7.02M Buy
213,292
+21,102
+11% +$679K 0.01% 837
2021
Q3 		$6.24M Buy
192,190
+20,924
+12% +$705K 0.01% 860
2021
Q2 		$5.69M Buy
171,266
+12,191
+8% +$404K 0.01% 907
2021
Q1 		$5.14M Sell
159,075
-63,204
-28% -$2M 0.01% 890
2020
Q4 		$6.72M Buy
222,279
+65,156
+41% +$1.88M 0.02% 703
2020
Q3 		$4.27M Sell
157,123
-46,666
-23% -$1.32M 0.01% 822
2020
Q2 		$5.62M Buy
203,789
+64,863
+47% +$1.76M 0.02% 658
2020
Q1 		$3.45M Sell
138,926
-52,250
-27% -$1.49M 0.02% 649
2019
Q4 		$5.71M Buy
191,176
+120,124
+169% +$3.54M 0.02% 681
2019
Q3 		$2.08M Buy
71,052
+3,411
+5% +$100K 0.01% 1088
2019
Q2 		$1.99M Sell
67,641
-19,178
-22% -$571K 0.01% 1112
2019
Q1 		$2.58M Sell
86,819
-23,607
-21% -$676K 0.01% 944
2018
Q4 		$2.91M Buy
110,426
+22,664
+26% +$635K 0.02% 734
2018
Q3 		$2.61M Sell
87,762
-30,062
-26% -$867K 0.01% 928
2018
Q2 		$3.25M Buy
117,824
+82,086
+230% +$2.25M 0.02% 785
2018
Q1 		$966K Buy
35,738
+15,256
+74% +$434K 0.01% 1329
2017
Q4 		$602K Buy
20,482
+266
+1% +$7.89K ﹤0.01% 1602
2017
Q3 		$615K Buy
20,216
+261
+1% +$8.21K ﹤0.01% 1596
2017
Q2 		$644K Sell
19,955
-6,816
-25% -$226K ﹤0.01% 1541
2017
Q1 		$866K Buy
26,771
+4,781
+22% +$162K 0.01% 1268
2016
Q4 		$759K Buy
21,990
+2,344
+12% +$75.4K 0.01% 1269
2016
Q3 		$633K Sell
19,646
-6,038
-24% -$199K 0.01% 1375
2016
Q2 		$855K Buy
25,684
+1,845
+8% +$57.7K 0.01% 1121
2016
Q1 		$733K Buy
23,839
+10,200
+75% +$289K 0.01% 1066
2015
Q4 		$393K Buy
13,639
+2,768
+25% +$80.6K ﹤0.01% 1302
2015
Q3 		$294K Buy
+10,871
New +$311K ﹤0.01% 1240
2013
Q3 		– Sell
-16,180
Closed -$418K – 721
2013
Q2 		$418K Buy
+16,180
New +$423K 0.01% 923

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors's IYZ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 26% in Q3 2024, buying an estimated $1.92M and bringing the position to 409,837 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #855.

Raymond James Financial Services Advisors first reported a position in IYZ in Q2 2013 and has held it in 38 quarters since. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

  • Raymond James Financial Services Advisors held 409,837 shares of iShares US Telecommunications ETF worth $10.4M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 83,401 iShares US Telecommunications ETF shares in Q3 2024, an estimated $1.92M.
  • iShares US Telecommunications ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #855 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 38 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.