HI
IYZ icon

Harbour Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Harbour Investments’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 		$255K Sell
6,480
-12,610
-66% -$472K ﹤0.01% 1395
2025
Q4 		$647K Buy
19,090
+59
+0.3% +$1.93K 0.01% 750
2025
Q3 		$614K Sell
19,031
-11,497
-38% -$354K 0.01% 738
2025
Q2 		$909K Buy
30,528
+22,636
+287% +$622K 0.02% 564
2025
Q1 		$216K Sell
7,892
-26,643
-77% -$736K 0.01% 1059
2024
Q4 		$927K Buy
+34,535
New +$922K 0.03% 495
2021
Q4 		– Sell
-1,590
Closed -$52K – 3175
2021
Q3 		$52K Buy
1,590
+92
+6% +$3.1K ﹤0.01% 1742
2021
Q2 		$50K Buy
1,498
+10
+0.7% +$332 ﹤0.01% 1816
2021
Q1 		$48K Buy
+1,488
New +$47K ﹤0.01% 1722

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Citigroup New York $157B 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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return