WestEnd Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

WestEnd 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 Q3	–	Sell	-126	Closed	-$2.74K	–	400
2024 Q2	$2.74K	Hold	126	–	–	﹤0.01%	81
2024 Q1	$2.77K	Hold	126	–	–	﹤0.01%	78
2023 Q4	$2.87K	Buy	126 +11	+10%	+$236	﹤0.01%	79
2023 Q3	$2.45K	Buy	+115	New	+$2.54K	﹤0.01%	78
2023 Q1	–	Sell	-115	Closed	-$2.68K	–	76
2022 Q4	$2.58K	Buy	115 +12	+12%	+$268	﹤0.01%	72
2022 Q3	$2K	Sell	103 -8	-7%	-$200	﹤0.01%	86
2022 Q2	$2.79K	Buy	+111	New	+$3K	﹤0.01%	81
2020 Q1	–	Sell	-33	Closed	-$986	–	65
2019 Q4	$986	Hold	33	–	–	﹤0.01%	54
2019 Q3	$963	Hold	33	–	–	﹤0.01%	79
2019 Q2	$971	Buy	+33	New	+$982	﹤0.01%	57

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

Barclays London, United Kingdom $416B AUM 33.63% 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 $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

WestEnd Advisors's IYZ Position: Q3 2024 in Review

WestEnd Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2024, closing a stake of 126 shares — an estimated $2.74K sold.

WestEnd Advisors first reported a position in IYZ in Q2 2019 and held it in 10 quarters. The position peaked at $2.87K in Q4 2023. 103 funds tracked by Wall St. Rank hold IYZ as of Q3 2024.

WestEnd Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2024 after selling out during the quarter.
WestEnd Advisors sold 126 iShares US Telecommunications ETF shares in Q3 2024, an estimated $2.74K.
WestEnd Advisors first reported a position in iShares US Telecommunications ETF in Q2 2019 and held it in 10 quarters.
WestEnd Advisors's iShares US Telecommunications ETF position peaked at $2.87K in Q4 2023.
103 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2024.

Based on WestEnd Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.