Great Lakes Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Great Lakes Advisors’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	-8,514	Closed	-$289K	–	836
2025 Q4	$289K	Hold	8,514	–	–	﹤0.01%	703
2025 Q3	$275K	Hold	8,514	–	–	﹤0.01%	717
2025 Q2	$254K	Sell	8,514 -170	-2%	-$4.67K	﹤0.01%	735
2025 Q1	$238K	Sell	8,684 -134,072	-94%	-$3.7M	﹤0.01%	735
2024 Q4	$3.83M	Sell	142,756 -12,517	-8%	-$334K	0.03%	387
2024 Q3	$3.92M	Buy	155,273 +22,261	+17%	+$513K	0.03%	388
2024 Q2	$2.89M	Buy	133,012 +30,550	+30%	+$648K	0.03%	421
2024 Q1	$2.25M	Buy	102,462 +8,812	+9%	+$198K	0.02%	459
2023 Q4	$2.13M	Buy	93,650 +1,952	+2%	+$41.9K	0.02%	453
2023 Q3	$1.95M	Buy	91,698 +3,217	+4%	+$71.1K	0.02%	458
2023 Q2	$1.96M	Buy	88,481 +4,257	+5%	+$93K	0.02%	450
2023 Q1	$1.95M	Buy	84,224 +1,409	+2%	+$32.8K	0.02%	505
2022 Q4	$1.86M	Sell	82,815 -1,045	-1%	-$23.3K	0.11%	303
2022 Q3	$1.75M	Buy	83,860 +405	+0.5%	+$10.1K	0.04%	366
2022 Q2	$2.1M	Buy	83,455 +1,472	+2%	+$39.8K	0.04%	357
2022 Q1	$2.45M	Buy	81,983 +3,571	+5%	+$109K	0.04%	353
2021 Q4	$2.58M	Buy	78,412 +3,126	+4%	+$101K	0.04%	347
2021 Q3	$2.44M	Buy	75,286 +1,010	+1%	+$34K	0.04%	351
2021 Q2	$2.47M	Buy	74,276 +694	+0.9%	+$23K	0.04%	368
2021 Q1	$2.38M	Buy	73,582 +2,806	+4%	+$88.7K	0.04%	363
2020 Q4	$2.14M	Buy	70,776 +356	+0.5%	+$10.3K	0.04%	353
2020 Q3	$1.92M	Buy	70,420 +550	+0.8%	+$15.6K	0.04%	349
2020 Q2	$1.93M	Buy	69,870 +257	+0.4%	+$6.99K	0.05%	337
2020 Q1	$1.73M	Sell	69,613 -1,481	-2%	-$42.2K	0.05%	315
2019 Q4	$2.12M	Sell	71,094 -630	-0.9%	-$18.6K	0.05%	333
2019 Q3	$2.09M	Sell	71,724 -1,196	-2%	-$35.1K	0.05%	337
2019 Q2	$2.15M	Sell	72,920 -362	-0.5%	-$10.8K	0.05%	339
2019 Q1	$2.18M	Sell	73,282 -1,631	-2%	-$46.7K	0.05%	325
2018 Q4	$1.97M	Buy	74,913 +1,916	+3%	+$53.7K	0.05%	321
2018 Q3	$2.17M	Buy	72,997 +1,559	+2%	+$45K	0.05%	308
2018 Q2	$1.97M	Buy	71,438 +1,365	+2%	+$37.5K	0.05%	321
2018 Q1	$1.89M	Buy	70,073 +1,372	+2%	+$39K	0.05%	319
2017 Q4	$2.02M	Buy	68,701 +825	+1%	+$24.5K	0.04%	318
2017 Q3	$2.06M	Buy	67,876 +1,316	+2%	+$41.4K	0.05%	296
2017 Q2	$2.15M	Buy	66,560 +4,270	+7%	+$141K	0.05%	279
2017 Q1	$2.01M	Buy	62,290 +908	+1%	+$30.9K	0.05%	271
2016 Q4	$2.12M	Buy	61,382 +1,056	+2%	+$34K	0.06%	260
2016 Q3	$1.94M	Sell	60,326 -1,582	-3%	-$52.1K	0.05%	275
2016 Q2	$2.06M	Sell	61,908 -1,034	-2%	-$32.4K	0.06%	274
2016 Q1	$1.93M	Sell	62,942 -1,488	-2%	-$42.2K	0.05%	275
2015 Q4	$1.85M	Sell	64,430 -264	-0.4%	-$7.69K	0.06%	253
2015 Q3	$1.75M	Buy	64,694 +736	+1%	+$21.1K	0.05%	257
2015 Q2	$1.87M	Buy	63,958 +3,293	+5%	+$100K	0.06%	254
2015 Q1	$1.83M	Sell	60,665 -348	-0.6%	-$10.5K	0.06%	249
2014 Q4	$1.79M	Buy	61,013 +919	+2%	+$27.2K	0.06%	243
2014 Q3	$1.8M	Buy	60,094 +190	+0.3%	+$5.78K	0.06%	214
2014 Q2	$1.82M	Buy	59,904 +380	+0.6%	+$11.3K	0.07%	135
2014 Q1	$1.78M	Buy	59,524 +1,398	+2%	+$40.8K	0.08%	142
2013 Q4	$1.73M	Sell	58,126 -4,939	-8%	-$141K	0.08%	111
2013 Q3	$1.74M	Buy	63,065 +10	+0%	+$275	0.08%	123
2013 Q2	$1.63M	Buy	+63,055	New	+$1.65M	0.08%	121

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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

Great Lakes Advisors's IYZ Position: Q1 2026 in Review

Great Lakes Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 8,514 shares — an estimated $289K sold.

Great Lakes Advisors first reported a position in IYZ in Q2 2013 and held it in 51 quarters. The position peaked at $3.92M in Q3 2024. 176 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Great Lakes Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
Great Lakes Advisors sold 8,514 iShares US Telecommunications ETF shares in Q1 2026, an estimated $289K.
Great Lakes Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 51 quarters.
Great Lakes Advisors's iShares US Telecommunications ETF position peaked at $3.92M in Q3 2024.
176 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.