TCI Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

TCI Wealth 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 Q2	–	Sell	-1,527	Closed	-$35.4K	–	1222
2023 Q1	$35.4K	Hold	1,527	–	–	﹤0.01%	523
2022 Q4	$34.3K	Hold	1,527	–	–	﹤0.01%	504
2022 Q3	$32K	Hold	1,527	–	–	0.01%	497
2022 Q2	$38K	Hold	1,527	–	–	0.01%	438
2022 Q1	$46K	Buy	+1,527	New	+$46.6K	0.01%	430
2015 Q1	–	Sell	-299	Closed	-$9K	–	918
2014 Q4	$9K	Hold	299	–	–	0.01%	467
2014 Q3	$9K	Hold	299	–	–	0.01%	459
2014 Q2	$9K	Buy	+299	New	+$8.87K	0.01%	475

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Wealth Advisors's IYZ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2023, closing a stake of 1,527 shares — an estimated $35.4K sold.

TCI Wealth Advisors first reported a position in IYZ in Q2 2014 and held it in 8 quarters. The position peaked at $46K in Q1 2022. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,527 iShares US Telecommunications ETF shares in Q2 2023, an estimated $35.4K.
TCI Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q2 2014 and held it in 8 quarters.
TCI Wealth Advisors's iShares US Telecommunications ETF position peaked at $46K in Q1 2022.
122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.