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

Retirement 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
2024 Q1	$1.98K	Hold	90	–	–	﹤0.01%	655
2023 Q4	$2.05K	Hold	90	–	–	﹤0.01%	639
2023 Q3	$1.92K	Hold	90	–	–	﹤0.01%	584
2023 Q2	$1.99K	Hold	90	–	–	﹤0.01%	615
2023 Q1	$2K	Hold	90	–	–	﹤0.01%	592
2022 Q4	$2K	Hold	90	–	–	﹤0.01%	530
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	404
2022 Q2	$2K	Hold	90	–	–	﹤0.01%	626
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	590
2021 Q4	$3K	Buy	+90	New	+$2.9K	﹤0.01%	579

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's IYZ Position: Q1 2024 in Review

Retirement Group held its iShares US Telecommunications ETF (IYZ) position steady in Q1 2024 at 90 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Retirement Group first reported a position in IYZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $3K in Q1 2022. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

Retirement Group held 90 shares of iShares US Telecommunications ETF worth $1.98K as of Q1 2024.
Retirement Group left its iShares US Telecommunications ETF share count unchanged in Q1 2024.
iShares US Telecommunications ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #655 holding.
Retirement Group first reported a position in iShares US Telecommunications ETF in Q4 2021 and has held it in 10 quarters since.
Retirement Group's iShares US Telecommunications ETF position peaked at $3K in Q1 2022.
114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.