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Atala Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Atala Financial’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
2025
Q2 		– Sell
-50
Closed -$1.37K – 297
2025
Q1 		$1.37K Hold
50
– – ﹤0.01% 450
2024
Q4 		$1.34K Buy
+50
New +$1.33K ﹤0.01% 452

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atala Financial's IYZ Position: Q2 2025 in Review

Atala Financial sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 50 shares — an estimated $1.37K sold.

Atala Financial first reported a position in IYZ in Q4 2024 and held it in 2 quarters. The position peaked at $1.37K in Q1 2025. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

  • Atala Financial reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 50 iShares US Telecommunications ETF shares in Q2 2025, an estimated $1.37K.
  • Atala Financial first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares US Telecommunications ETF position peaked at $1.37K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.