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Family Legacy Financial Solutions’s iShares US Telecommunications ETF IYZ Stock Holding History

Family Legacy Financial Solutions’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 		– Sell
-1,891
Closed -$56.3K – 273
2025
Q2 		$56.3K Buy
+1,891
New +$52K 0.05% 89

Other funds holding IYZ

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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 $43.3B AUM 29.3% 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

Family Legacy Financial Solutions's IYZ Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 1,891 shares — an estimated $56.3K sold.

Family Legacy Financial Solutions first reported a position in IYZ in Q2 2025 and held it in 1 quarter. The position peaked at $56.3K in Q2 2025. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1,891 iShares US Telecommunications ETF shares in Q3 2025, an estimated $56.3K.
  • Family Legacy Financial Solutions first reported a position in iShares US Telecommunications ETF in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's iShares US Telecommunications ETF position peaked at $56.3K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.