Greenspring Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Greenspring 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	$427K	Hold	10,861	–	–	0.03%	190
2025 Q4	$368K	Hold	10,861	–	–	0.02%	198
2025 Q3	$350K	Buy	+10,861	New	+$334K	0.06%	80

Other funds holding IYZ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Greenspring Advisors's IYZ Position: Q1 2026 in Review

Greenspring Advisors held its iShares US Telecommunications ETF (IYZ) position steady in Q1 2026 at 10,861 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #190.

Greenspring Advisors first reported a position in IYZ in Q3 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Greenspring Advisors held 10,861 shares of iShares US Telecommunications ETF worth $427K as of Q1 2026.
Greenspring Advisors left its iShares US Telecommunications ETF share count unchanged in Q1 2026.
iShares US Telecommunications ETF made up 0.03% of Greenspring Advisors's portfolio in Q1 2026, its #190 holding.
Greenspring Advisors first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.