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Tyler-Stone Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Tyler-Stone 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
-247
Closed -$5.37K – 632
2024
Q2 		$5.37K Buy
247
+2
+0.8% +$42 ﹤0.01% 746
2024
Q1 		$5.39K Buy
245
+1
+0.4% +$22 ﹤0.01% 745
2023
Q4 		$5.55K Sell
244
-815
-77% -$17.5K ﹤0.01% 712
2023
Q3 		$23K Hold
1,059
– – 0.01% 461
2023
Q2 		$23K Buy
+1,059
New +$23.1K 0.01% 460
2022
Q4 		$24K Buy
1,051
+5
+0.5% +$112 0.02% 421
2022
Q3 		$22K Buy
1,046
+3
+0.3% +$75 0.02% 417
2022
Q2 		$26K Sell
1,043
-174
-14% -$4.7K 0.02% 410
2022
Q1 		$36K Buy
1,217
+4
+0.3% +$122 0.02% 391
2021
Q4 		$40K Buy
+1,213
New +$39K 0.02% 387

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $13.1B AUM 28.37% 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 $1.55T AUM 33.47% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Tyler-Stone Wealth Management's IYZ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2024, closing a stake of 247 shares — an estimated $5.37K sold.

Tyler-Stone Wealth Management first reported a position in IYZ in Q4 2021 and held it in 10 quarters. The position peaked at $40K in Q4 2021. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 247 iShares US Telecommunications ETF shares in Q3 2024, an estimated $5.37K.
  • Tyler-Stone Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's iShares US Telecommunications ETF position peaked at $40K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.