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IYZ icon

Walled Lake Planning & Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Walled Lake Planning & 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
2023
Q2 		– Sell
-119,668
Closed -$2.77M – 101
2023
Q1 		$2.77M Buy
119,668
+5,618
+5% +$131K 1.45% 23
2022
Q4 		$2.56M Buy
+114,050
New +$2.55M 1.74% 22

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

Walled Lake Planning & Wealth Management's IYZ Position: Q2 2023 in Review

Walled Lake Planning & Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2023, closing a stake of 119,668 shares — an estimated $2.77M sold.

Walled Lake Planning & Wealth Management first reported a position in IYZ in Q4 2022 and held it in 2 quarters. The position peaked at $2.77M in Q1 2023. 122 funds tracked by Wall St. Rank hold IYZ as of Q2 2023.

  • Walled Lake Planning & Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q2 2023 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 119,668 iShares US Telecommunications ETF shares in Q2 2023, an estimated $2.77M.
  • Walled Lake Planning & Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's iShares US Telecommunications ETF position peaked at $2.77M in Q1 2023.
  • 122 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2023.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.