Valley National Advisers’s iShares US Telecommunications ETF IYZ Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-904	Closed	-$20K	–	1259
2023 Q4	$20K	Buy	+904	New	+$19.4K	﹤0.01%	543
2022 Q3	–	Sell	-384	Closed	-$10K	–	954
2022 Q2	$10K	Hold	384	–	–	﹤0.01%	570
2022 Q1	$11K	Hold	384	–	–	﹤0.01%	585
2021 Q4	$13K	Hold	384	–	–	﹤0.01%	566
2021 Q3	$12K	Buy	+384	New	+$12.9K	﹤0.01%	556

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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

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

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

Valley National Advisers's IYZ Position: Q1 2024 in Review

Valley National Advisers sold out of iShares US Telecommunications ETF (IYZ) in Q1 2024, closing a stake of 904 shares — an estimated $20K sold.

Valley National Advisers first reported a position in IYZ in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q4 2023. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

Valley National Advisers reported no remaining iShares US Telecommunications ETF position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 904 iShares US Telecommunications ETF shares in Q1 2024, an estimated $20K.
Valley National Advisers first reported a position in iShares US Telecommunications ETF in Q3 2021 and held it in 5 quarters.
Valley National Advisers's iShares US Telecommunications ETF position peaked at $20K in Q4 2023.
114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.