FCI
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Financial Counselors Inc’s iShares US Telecommunications ETF IYZ Stock Holding History

Financial Counselors Inc’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
-11,698
Closed -$320K – 292
2025
Q1 		$320K Hold
11,698
– – ﹤0.01% 486
2024
Q4 		$314K Hold
11,698
– – ﹤0.01% 491
2024
Q3 		$295K Hold
11,698
– – ﹤0.01% 510
2024
Q2 		$254K Hold
11,698
– – ﹤0.01% 512
2024
Q1 		$257K Sell
11,698
-50
-0.4% -$1.12K ﹤0.01% 523
2023
Q4 		$267K Hold
11,748
– – ﹤0.01% 512
2023
Q3 		$250K Hold
11,748
– – 0.01% 497
2023
Q2 		$260K Buy
11,748
+850
+8% +$18.6K 0.01% 451
2023
Q1 		$252K Hold
10,898
– – 0.01% 448
2022
Q4 		$244K Buy
10,898
+750
+7% +$16.7K 0.01% 454
2022
Q3 		$212K Hold
10,148
– – 0.01% 453
2022
Q2 		$255K Hold
10,148
– – 0.01% 445
2022
Q1 		$303K Sell
10,148
-175
-2% -$5.34K 0.01% 427
2021
Q4 		$340K Sell
10,323
-4,850
-32% -$156K 0.01% 408
2021
Q3 		$492K Sell
15,173
-250
-2% -$8.43K 0.01% 369
2021
Q2 		$512K Hold
15,423
– – 0.01% 371
2021
Q1 		$499K Sell
15,423
-50
-0.3% -$1.58K 0.01% 371
2020
Q4 		$468K Sell
15,473
-250
-2% -$7.23K 0.01% 371
2020
Q3 		$428K Hold
15,723
– – 0.01% 356
2020
Q2 		$433K Hold
15,723
– – 0.01% 375
2020
Q1 		$391K Sell
15,723
-626
-4% -$17.8K 0.02% 330
2019
Q4 		$489K Buy
16,349
+138
+0.9% +$4.06K 0.02% 353
2019
Q3 		$473K Hold
16,211
– – 0.02% 353
2019
Q2 		$477K Sell
16,211
-100
-0.6% -$2.98K 0.02% 341
2019
Q1 		$485K Sell
16,311
-100
-0.6% -$2.86K 0.02% 334
2018
Q4 		$432K Hold
16,411
– – 0.02% 333
2018
Q3 		$488K Sell
16,411
-238
-1% -$6.87K 0.02% 336
2018
Q2 		$459K Hold
16,649
– – 0.02% 339
2018
Q1 		$450K Hold
16,649
– – 0.02% 342
2017
Q4 		$490K Sell
16,649
-86
-0.5% -$2.55K 0.02% 334
2017
Q3 		$509K Sell
16,735
-250
-1% -$7.86K 0.02% 331
2017
Q2 		$548K Sell
16,985
-74
-0.4% -$2.45K 0.03% 326
2017
Q1 		$552K Sell
17,059
-25
-0.1% -$850 0.03% 330
2016
Q4 		$589K Buy
+17,084
New +$550K 0.03% 317
2016
Q2 		$598K Hold
17,969
– – 0.04% 300
2016
Q1 		$552K Sell
17,969
-1,800
-9% -$51K 0.03% 307
2015
Q4 		$569K Sell
19,769
-1,458
-7% -$42.5K 0.04% 294
2015
Q3 		$573K Sell
21,227
-2,400
-10% -$68.7K 0.04% 293
2015
Q2 		$692K Sell
23,627
-2,877
-11% -$87.6K 0.04% 289
2015
Q1 		$801K Buy
26,504
+1,450
+6% +$43.6K 0.05% 283
2014
Q4 		$734K Sell
25,054
-1,500
-6% -$44.4K 0.05% 283
2014
Q3 		$795K Buy
26,554
+2,173
+9% +$66.1K 0.06% 281
2014
Q2 		$739K Sell
24,381
-47
-0.2% -$1.39K 0.05% 281
2014
Q1 		$732K Sell
24,428
-80
-0.3% -$2.34K 0.05% 285
2013
Q4 		$729K Sell
24,508
-1,651
-6% -$47.3K 0.05% 271
2013
Q3 		$721K Sell
26,159
-1,300
-5% -$35.7K 0.06% 259
2013
Q2 		$710K Buy
+27,459
New +$718K 0.06% 247

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

Financial Counselors Inc's IYZ Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 11,698 shares — an estimated $320K sold.

Financial Counselors Inc first reported a position in IYZ in Q2 2013 and held it in 47 quarters. The position peaked at $801K in Q1 2015. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 11,698 iShares US Telecommunications ETF shares in Q2 2025, an estimated $320K.
  • Financial Counselors Inc first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's iShares US Telecommunications ETF position peaked at $801K in Q1 2015.
  • 152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.