Spire Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Spire Wealth Management’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	–	Sell	-1,843	Closed	-$40K	–	2219
2024 Q2	$40K	Hold	1,843	–	–	﹤0.01%	1196
2024 Q1	$40.5K	Hold	1,843	–	–	﹤0.01%	1288
2023 Q4	$42.4K	Hold	1,843	–	–	﹤0.01%	1264
2023 Q3	$39.3K	Hold	1,843	–	–	﹤0.01%	1255
2023 Q2	$40.7K	Hold	1,843	–	–	﹤0.01%	1287
2023 Q1	$42.7K	Buy	+1,843	New	+$43K	﹤0.01%	1264
2022 Q3	–	Sell	-1,843	Closed	-$46K	–	2396
2022 Q2	$46K	Hold	1,843	–	–	﹤0.01%	1323
2022 Q1	$55K	Sell	1,843 -468	-20%	-$14.3K	﹤0.01%	1413
2021 Q4	$76K	Sell	2,311 -1,775	-43%	-$57.1K	﹤0.01%	1529
2021 Q3	$133K	Hold	4,086	–	–	﹤0.01%	1083
2021 Q2	$136K	Hold	4,086	–	–	﹤0.01%	1078
2021 Q1	$132K	Buy	+4,086	New	+$129K	﹤0.01%	1262

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

Spire Wealth Management's IYZ Position: Q3 2024 in Review

Spire Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2024, closing a stake of 1,843 shares — an estimated $40K sold.

Spire Wealth Management first reported a position in IYZ in Q1 2021 and held it in 12 quarters. The position peaked at $136K in Q2 2021. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

Spire Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 1,843 iShares US Telecommunications ETF shares in Q3 2024, an estimated $40K.
Spire Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's iShares US Telecommunications ETF position peaked at $136K in Q2 2021.
103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.