U.S. Capital Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

U.S. Capital 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
2024 Q2	–	Sell	-9,673	Closed	-$213K	–	697
2024 Q1	$213K	Sell	9,673 -4,634	-32%	-$104K	0.01%	635
2023 Q4	$326K	Sell	14,307 -16,165	-53%	-$347K	0.01%	538
2023 Q3	$649K	Sell	30,472 -17,794	-37%	-$393K	0.03%	382
2023 Q2	$1.07M	Buy	48,266 +3,100	+7%	+$67.8K	0.05%	315
2023 Q1	$1.05M	Buy	45,166 +9,331	+26%	+$218K	0.05%	296
2022 Q4	$804K	Buy	35,835 +20,350	+131%	+$454K	0.04%	369
2022 Q3	$323K	Buy	+15,485	New	+$386K	0.02%	511
2022 Q2	–	Sell	-10,783	Closed	-$322K	–	704
2022 Q1	$322K	Sell	10,783 -36,946	-77%	-$1.13M	0.01%	589
2021 Q4	$1.57M	Buy	+47,729	New	+$1.54M	0.06%	314

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's IYZ Position: Q2 2024 in Review

U.S. Capital Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2024, closing a stake of 9,673 shares — an estimated $213K sold.

U.S. Capital Wealth Advisors first reported a position in IYZ in Q4 2021 and held it in 9 quarters. The position peaked at $1.57M in Q4 2021. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2024.

U.S. Capital Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 9,673 iShares US Telecommunications ETF shares in Q2 2024, an estimated $213K.
U.S. Capital Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 9 quarters.
U.S. Capital Wealth Advisors's iShares US Telecommunications ETF position peaked at $1.57M in Q4 2021.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.