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WR Wealth Planners’s iShares US Telecommunications ETF IYZ Stock Holding History

WR Wealth Planners’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
Q4 		$429 Hold
16
– – ﹤0.01% 1001
2024
Q3 		$404 Hold
16
– – ﹤0.01% 1052
2024
Q2 		$348 Hold
16
– – ﹤0.01% 1061
2024
Q1 		$352 Buy
+16
New +$359 ﹤0.01% 1077
2023
Q4 		– Sell
-16
Closed -$341 – 533
2023
Q3 		$341 Hold
16
– – ﹤0.01% 873
2023
Q2 		$354 Hold
16
– – ﹤0.01% 859
2023
Q1 		$371 Hold
16
– – ﹤0.01% 870
2022
Q4 		$359 Hold
16
– – ﹤0.01% 456
2022
Q3 		$334 Hold
16
– – ﹤0.01% 455
2022
Q2 		$402 Hold
16
– – ﹤0.01% 483
2022
Q1 		$478 Buy
+16
New +$488 ﹤0.01% 479

Other funds holding IYZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's IYZ Position: Q4 2024 in Review

WR Wealth Planners held its iShares US Telecommunications ETF (IYZ) position steady in Q4 2024 at 16 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

WR Wealth Planners first reported a position in IYZ in Q1 2022 and has held it in 11 quarters since. The position peaked at $478 in Q1 2022. 154 funds tracked by Wall St. Rank hold IYZ as of Q4 2024.

  • WR Wealth Planners held 16 shares of iShares US Telecommunications ETF worth $429 as of Q4 2024.
  • WR Wealth Planners left its iShares US Telecommunications ETF share count unchanged in Q4 2024.
  • iShares US Telecommunications ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1001 holding.
  • WR Wealth Planners first reported a position in iShares US Telecommunications ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's iShares US Telecommunications ETF position peaked at $478 in Q1 2022.
  • 154 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.