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EWG Elevate’s iShares US Telecommunications ETF IYZ Stock Holding History

EWG Elevate’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
Q3 		$4.61M Buy
142,963
+39,976
+39% +$1.23M 1.44% 24
2025
Q2 		$3.07M Sell
102,987
-6,553
-6% -$180K 0.94% 34
2025
Q1 		$3M Buy
109,540
+11,746
+12% +$324K 1.12% 27
2024
Q4 		$2.62M Buy
+97,794
New +$2.61M 0.8% 36

Other funds holding IYZ

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EWG Elevate's IYZ Position: Q3 2025 in Review

EWG Elevate increased its iShares US Telecommunications ETF (IYZ) stake by 39% in Q3 2025, buying an estimated $1.23M and bringing the position to 142,963 shares worth $4.61M. The position accounts for 1.44% of the portfolio, ranked #24.

EWG Elevate first reported a position in IYZ in Q4 2024 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

  • EWG Elevate held 142,963 shares of iShares US Telecommunications ETF worth $4.61M as of Q3 2025.
  • EWG Elevate bought 39,976 iShares US Telecommunications ETF shares in Q3 2025, an estimated $1.23M.
  • iShares US Telecommunications ETF made up 1.44% of EWG Elevate's portfolio in Q3 2025, its #24 holding.
  • EWG Elevate first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.