HAS
IYZ icon

HBW Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

HBW Advisory Services’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
Q2 		– Sell
-7,823
Closed -$214K – 412
2025
Q1 		$214K Buy
+7,823
New +$216K 0.03% 360

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
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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBW Advisory Services's IYZ Position: Q2 2025 in Review

HBW Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 7,823 shares — an estimated $214K sold.

HBW Advisory Services first reported a position in IYZ in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

  • HBW Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
  • HBW Advisory Services sold 7,823 iShares US Telecommunications ETF shares in Q2 2025, an estimated $214K.
  • HBW Advisory Services first reported a position in iShares US Telecommunications ETF in Q1 2025 and held it in 1 quarter.
  • HBW Advisory Services's iShares US Telecommunications ETF position peaked at $214K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on HBW Advisory Services's 13F filing for Q2 2025, filed 2 Jul 2025.