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Atria Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Atria Investments’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
2026
Q1 		$556K Sell
14,137
-240
-2% -$8.98K 0.01% 1394
2025
Q4 		$487K Sell
14,377
-1,525
-10% -$50K 0.01% 1469
2025
Q3 		$513K Sell
15,902
-770
-5% -$23.7K 0.01% 1401
2025
Q2 		$496K Sell
16,672
-5,269
-24% -$145K 0.01% 1421
2025
Q1 		$601K Buy
21,941
+6,474
+42% +$179K 0.01% 1249
2024
Q4 		$415K Buy
+15,467
New +$413K 0.01% 1424
2019
Q2 		– Sell
-11,099
Closed -$330K – 1033
2019
Q1 		$330K Buy
11,099
+1,836
+20% +$52.6K 0.01% 664
2018
Q4 		$244K Buy
+9,263
New +$260K 0.01% 738
2017
Q1 		– Sell
-12,842
Closed -$443K – 697
2016
Q4 		$443K Buy
+12,842
New +$413K 0.03% 369

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $157B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return