Goldstone Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Goldstone Financial Group’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	-14,678	Closed	-$394K	–	213
2024 Q4	$394K	Buy	+14,678	New	+$392K	0.06%	147

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

Goldstone Financial Group's IYZ Position: Q1 2025 in Review

Goldstone Financial Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2025, closing a stake of 14,678 shares — an estimated $394K sold.

Goldstone Financial Group first reported a position in IYZ in Q4 2024 and held it in 1 quarter. The position peaked at $394K in Q4 2024. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

Goldstone Financial Group reported no remaining iShares US Telecommunications ETF position as of Q1 2025 after selling out during the quarter.
Goldstone Financial Group sold 14,678 iShares US Telecommunications ETF shares in Q1 2025, an estimated $394K.
Goldstone Financial Group first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 1 quarter.
Goldstone Financial Group's iShares US Telecommunications ETF position peaked at $394K in Q4 2024.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

Based on Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.