IAIM
IYZ icon

International Assets Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

International Assets Investment Management’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 		$3.59K Hold
91
– – ﹤0.01% 1899
2025
Q4 		$3.08K Buy
+91
New +$2.98K ﹤0.01% 1891
2024
Q3 		– Sell
-705
Closed -$15.3K – 2231
2024
Q2 		$15.3K Buy
+705
New +$14.9K ﹤0.01% 1542
2021
Q2 		– Sell
-678,994
Closed -$48.5M – 1189
2021
Q1 		$48.5M Buy
678,994
+342,668
+102% +$10.8M 4.47% 2
2020
Q4 		$23.7M Buy
+336,326
New +$9.73M 4.32% 2
2020
Q3 		– Sell
-188,667
Closed -$14M – 416
2020
Q2 		$14M Buy
188,667
+14,498
+8% +$394K 3.36% 4
2020
Q1 		$11.2M Buy
+174,169
New +$4.96M 3.41% 4

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