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Gladstone Institutional Advisory’s iShares US Telecommunications ETF IYZ Stock Holding History

Gladstone Institutional 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
Q3 		– Sell
-7,753
Closed -$231K – 804
2025
Q2 		$231K Buy
+7,753
New +$213K 0.01% 672

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
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 $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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gladstone Institutional Advisory's IYZ Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 7,753 shares — an estimated $231K sold.

Gladstone Institutional Advisory first reported a position in IYZ in Q2 2025 and held it in 1 quarter. The position peaked at $231K in Q2 2025. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,753 iShares US Telecommunications ETF shares in Q3 2025, an estimated $231K.
  • Gladstone Institutional Advisory first reported a position in iShares US Telecommunications ETF in Q2 2025 and held it in 1 quarter.
  • Gladstone Institutional Advisory's iShares US Telecommunications ETF position peaked at $231K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.