RA
IYZ icon

Rise Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Rise 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
2023
Q4 		– Sell
-819
Closed -$17.4K – 646
2023
Q3 		$17.4K Hold
819
– – 0.01% 251
2023
Q2 		$18.1K Sell
819
-495
-38% -$10.8K 0.01% 248
2023
Q1 		$30.4K Buy
1,314
+10
+0.8% +$233 0.02% 204
2022
Q4 		$29.3K Buy
1,304
+9
+0.7% +$201 0.02% 202
2022
Q3 		$27K Buy
1,295
+6
+0.5% +$150 0.02% 215
2022
Q2 		$32K Buy
1,289
+8
+0.6% +$216 0.03% 185
2022
Q1 		$38K Buy
1,281
+6
+0.5% +$183 0.03% 174
2021
Q4 		$41.9K Buy
+1,275
New +$41K 0.04% 167

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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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
VV
Verity & Verity Beaufort, South Carolina $1.34B AUM 18.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Rise Advisors's IYZ Position: Q4 2023 in Review

Rise Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2023, closing a stake of 819 shares — an estimated $17.4K sold.

Rise Advisors first reported a position in IYZ in Q4 2021 and held it in 8 quarters. The position peaked at $41.9K in Q4 2021. 124 funds tracked by Wall St. Rank hold IYZ as of Q4 2023.

  • Rise Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2023 after selling out during the quarter.
  • Rise Advisors sold 819 iShares US Telecommunications ETF shares in Q4 2023, an estimated $17.4K.
  • Rise Advisors first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 8 quarters.
  • Rise Advisors's iShares US Telecommunications ETF position peaked at $41.9K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.