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Global Wealth Strategies & Associates’s iShares US Telecommunications ETF IYZ Stock Holding History

Global Wealth Strategies & Associates’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
2026
Q1 		– Sell
-69
Closed -$2.34K – 578
2025
Q4 		$2.34K Buy
+69
New +$2.26K ﹤0.01% 413

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Global Wealth Strategies & Associates's IYZ Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 69 shares — an estimated $2.34K sold.

Global Wealth Strategies & Associates first reported a position in IYZ in Q4 2025 and held it in 1 quarter. The position peaked at $2.34K in Q4 2025. 176 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 69 iShares US Telecommunications ETF shares in Q1 2026, an estimated $2.34K.
  • Global Wealth Strategies & Associates first reported a position in iShares US Telecommunications ETF in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares US Telecommunications ETF position peaked at $2.34K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.