First Heartland Consultants’s iShares US Telecommunications ETF IYZ Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-30,100	Closed	-$808K	–	463
2024 Q4	$808K	Buy	+30,100	New	+$804K	0.08%	174
2024 Q3	–	Sell	-57,913	Closed	-$1.26K	–	474
2024 Q2	$1.26K	Buy	+57,913	New	+$1.23M	0.09%	145
2023 Q4	–	Sell	-80,681	Closed	-$1.72M	–	372
2023 Q3	$1.72M	Buy	+80,681	New	+$1.78M	0.22%	107
2019 Q4	–	Sell	-12,741	Closed	-$372K	–	301
2019 Q3	$372K	Sell	12,741 -6,602	-34%	-$194K	0.08%	196
2019 Q2	$570K	Buy	+19,343	New	+$575K	0.14%	136
2013 Q3	–	Sell	-458	Closed	-$12K	–	305
2013 Q2	$12K	Buy	+458	New	+$12K	0.01%	344

Other funds holding IYZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Heartland Consultants's IYZ Position: Q1 2025 in Review

First Heartland Consultants sold out of iShares US Telecommunications ETF (IYZ) in Q1 2025, closing a stake of 30,100 shares — an estimated $808K sold.

First Heartland Consultants first reported a position in IYZ in Q2 2013 and held it in 6 quarters. The position peaked at $1.72M in Q3 2023. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

First Heartland Consultants reported no remaining iShares US Telecommunications ETF position as of Q1 2025 after selling out during the quarter.
First Heartland Consultants sold 30,100 iShares US Telecommunications ETF shares in Q1 2025, an estimated $808K.
First Heartland Consultants first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 6 quarters.
First Heartland Consultants's iShares US Telecommunications ETF position peaked at $1.72M in Q3 2023.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.