FSA Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

FSA Wealth Management’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	$47.2K	Buy	1,465 +3	+0.2%	+$92	0.02%	160
2025 Q2	$43.5K	Buy	1,462 +2	+0.1%	+$55	0.02%	163
2025 Q1	$40K	Buy	1,460 +3	+0.2%	+$83	0.02%	166
2024 Q4	$39.1K	Buy	1,457 +2	+0.1%	+$53	0.02%	169
2024 Q3	$36.7K	Buy	+1,455	New	+$33.5K	0.01%	185
2024 Q1	$31.9K	Buy	1,450 +3	+0.2%	+$67	0.01%	201
2023 Q4	$33K	Buy	+1,447	New	+$31K	0.02%	181
2021 Q1	–	Sell	-1,433	Closed	-$43K	–	146
2020 Q4	$43K	Buy	+1,433	New	+$41.4K	0.02%	141
2020 Q3	–	Sell	-1,433	Closed	-$39K	–	204
2020 Q2	$39K	Hold	1,433	–	–	0.03%	139
2020 Q1	$36K	Hold	1,433	–	–	0.03%	126
2019 Q4	$43K	Buy	+1,433	New	+$42.2K	0.03%	143

Other funds holding IYZ

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

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

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

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 New York $240B AUM 35.51% 1-Year Est. Return

FSA Wealth Management's IYZ Position: Q3 2025 in Review

FSA Wealth Management increased its iShares US Telecommunications ETF (IYZ) stake by 0.21% in Q3 2025, buying an estimated $92 and bringing the position to 1,465 shares worth $47.2K. The position accounts for 0.02% of the portfolio, ranked #160.

FSA Wealth Management first reported a position in IYZ in Q4 2019 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

FSA Wealth Management held 1,465 shares of iShares US Telecommunications ETF worth $47.2K as of Q3 2025.
FSA Wealth Management bought 3 iShares US Telecommunications ETF shares in Q3 2025, an estimated $92.
iShares US Telecommunications ETF made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #160 holding.
FSA Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2019 and has held it in 11 quarters since.
155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.