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Ulland Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Ulland Investment 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
-1,890
Closed -$44K – 219
2023
Q1 		$44K Hold
1,890
– – 0.05% 98
2022
Q4 		$42K Hold
1,890
– – 0.05% 100
2022
Q3 		$39K Hold
1,890
– – 0.04% 103
2022
Q2 		$47K Hold
1,890
– – 0.05% 102
2022
Q1 		$56K Hold
1,890
– – 0.04% 102
2021
Q4 		$62K Buy
+1,890
New +$60.8K 0.04% 97

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
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
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ulland Investment Advisors's IYZ Position: Q2 2023 in Review

Ulland Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2023, closing a stake of 1,890 shares — an estimated $44K sold.

Ulland Investment Advisors first reported a position in IYZ in Q4 2021 and held it in 6 quarters. The position peaked at $62K in Q4 2021. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

  • Ulland Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 1,890 iShares US Telecommunications ETF shares in Q2 2023, an estimated $44K.
  • Ulland Investment Advisors first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 6 quarters.
  • Ulland Investment Advisors's iShares US Telecommunications ETF position peaked at $62K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

Based on Ulland Investment Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.