Envestnet Asset Management
IYZ icon

Envestnet Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Envestnet Asset 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
2026
Q1 		$717K Sell
18,226
-52,249
-74% -$1.95M ﹤0.01% 3679
2025
Q4 		$2.39M Sell
70,475
-3,289
-4% -$108K ﹤0.01% 2700
2025
Q3 		$2.38M Buy
73,764
+49,758
+207% +$1.53M ﹤0.01% 2773
2025
Q2 		$715K Sell
24,006
-74,157
-76% -$2.04M ﹤0.01% 3466
2025
Q1 		$2.69M Sell
98,163
-3,417
-3% -$94.3K ﹤0.01% 2530
2024
Q4 		$2.73M Buy
101,580
+83,543
+463% +$2.23M ﹤0.01% 2506
2024
Q3 		$456K Buy
18,037
+764
+4% +$17.6K ﹤0.01% 3582
2024
Q2 		$375K Buy
17,273
+696
+4% +$14.8K ﹤0.01% 3605
2024
Q1 		$364K Buy
16,577
+1,235
+8% +$27.7K ﹤0.01% 3622
2023
Q4 		$349K Sell
15,342
-1,214
-7% -$26K ﹤0.01% 3529
2023
Q3 		$353K Sell
16,556
-4,058
-20% -$89.7K ﹤0.01% 3436
2023
Q2 		$456K Buy
20,614
+1,150
+6% +$25.1K ﹤0.01% 3269
2023
Q1 		$451K Sell
19,464
-20,805
-52% -$485K ﹤0.01% 3209
2022
Q4 		$903K Sell
40,269
-823
-2% -$18.4K ﹤0.01% 2725
2022
Q3 		$858K Sell
41,092
-6,204
-13% -$155K ﹤0.01% 2689
2022
Q2 		$1.19M Sell
47,296
-2,929
-6% -$79.2K ﹤0.01% 2463
2022
Q1 		$1.5M Sell
50,225
-8,039
-14% -$245K ﹤0.01% 2377
2021
Q4 		$1.92M Buy
58,264
+3,046
+6% +$98K ﹤0.01% 2215
2021
Q3 		$1.79M Buy
55,218
+13,681
+33% +$461K ﹤0.01% 2158
2021
Q2 		$1.38M Buy
41,537
+1,554
+4% +$51.5K ﹤0.01% 2319
2021
Q1 		$1.29M Sell
39,983
-315
-0.8% -$9.95K ﹤0.01% 2217
2020
Q4 		$1.22M Buy
40,298
+4,634
+13% +$134K ﹤0.01% 2082
2020
Q3 		$970K Sell
35,664
-6,921
-16% -$196K ﹤0.01% 2032
2020
Q2 		$1.17M Sell
42,585
-50,857
-54% -$1.38M ﹤0.01% 1875
2020
Q1 		$2.32M Buy
93,442
+52,972
+131% +$1.51M ﹤0.01% 1351
2019
Q4 		$1.21M Buy
40,470
+5,531
+16% +$163K ﹤0.01% 1902
2019
Q3 		$1.02M Sell
34,939
-12,941
-27% -$380K ﹤0.01% 1929
2019
Q2 		$1.41M Sell
47,880
-29,994
-39% -$892K ﹤0.01% 1751
2019
Q1 		$2.32M Sell
77,874
-13,723
-15% -$393K ﹤0.01% 1406
2018
Q4 		$2.41M Sell
91,597
-169,525
-65% -$4.75M ﹤0.01% 1232
2018
Q3 		$7.77M Buy
+261,122
New +$7.53M 0.01% 349
2017
Q4 		– Sell
-3,568
Closed -$108K – 2981
2017
Q3 		$108K Buy
3,568
+26
+0.7% +$818 ﹤0.01% 2060
2017
Q2 		$114K Sell
3,542
-389,544
-99% -$12.9M ﹤0.01% 2085
2017
Q1 		$12.7M Buy
393,086
+192,292
+96% +$6.53M 0.04% 304
2016
Q4 		$6.93M Sell
200,794
-183,746
-48% -$5.91M 0.03% 440
2016
Q3 		$12.4M Sell
384,540
-424,813
-52% -$14M 0.05% 281
2016
Q2 		$27M Buy
809,353
+539,666
+200% +$16.9M 0.11% 161
2016
Q1 		$8.29M Buy
269,687
+23,507
+10% +$666K 0.04% 415
2015
Q4 		$7.09M Sell
246,180
-65,055
-21% -$1.89M 0.03% 451
2015
Q3 		$8.4M Buy
311,235
+108,426
+53% +$3.1M 0.04% 378
2015
Q2 		$5.94M Buy
+202,809
New +$6.18M 0.03% 538
2015
Q1 		– Sell
-2,020
Closed -$59K – 2233
2014
Q4 		$59K Sell
2,020
-86,592
-98% -$2.56M ﹤0.01% 1352
2014
Q3 		$2.65M Buy
88,612
+83,275
+1,560% +$2.53M 0.03% 342
2014
Q2 		$162K Sell
5,337
-1,945
-27% -$57.7K ﹤0.01% 1064
2014
Q1 		$218K Sell
7,282
-26,067
-78% -$761K ﹤0.01% 875
2013
Q4 		$991K Sell
33,349
-113,584
-77% -$3.25M 0.01% 449
2013
Q3 		$4.05M Sell
146,933
-242,610
-62% -$6.67M 0.05% 207
2013
Q2 		$10.1M Buy
+389,543
New +$10.2M 0.13% 134

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $235B 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 $206B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Envestnet Asset Management's IYZ Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares US Telecommunications ETF (IYZ) stake by 74% in Q1 2026, selling an estimated $1.95M and leaving 18,226 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Envestnet Asset Management first reported a position in IYZ in Q2 2013 and has held it in 48 quarters since. The position peaked at $27M in Q2 2016. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Envestnet Asset Management held 18,226 shares of iShares US Telecommunications ETF worth $717K as of Q1 2026.
  • Envestnet Asset Management sold 52,249 iShares US Telecommunications ETF shares in Q1 2026, an estimated $1.95M.
  • iShares US Telecommunications ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3679 holding.
  • Envestnet Asset Management first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 48 quarters since.
  • Envestnet Asset Management's iShares US Telecommunications ETF position peaked at $27M in Q2 2016.
  • 173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.