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Financial Services Advisory’s iShares US Telecommunications ETF IYZ Stock Holding History

Financial Services Advisory’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
-29,627
Closed -$811K – 56
2025
Q1 		$811K Buy
+29,627
New +$818K 0.31% 35

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Services Advisory's IYZ Position: Q2 2025 in Review

Financial Services Advisory sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 29,627 shares — an estimated $811K sold.

Financial Services Advisory first reported a position in IYZ in Q1 2025 and held it in 1 quarter. The position peaked at $811K in Q1 2025. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

  • Financial Services Advisory reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Services Advisory sold 29,627 iShares US Telecommunications ETF shares in Q2 2025, an estimated $811K.
  • Financial Services Advisory first reported a position in iShares US Telecommunications ETF in Q1 2025 and held it in 1 quarter.
  • Financial Services Advisory's iShares US Telecommunications ETF position peaked at $811K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on Financial Services Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.