J. Goldman & Co’s iShares US Telecommunications ETF IYZ Stock Holding History

J. Goldman & Co’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	-20,000	Closed	-$548K	–	549
2025 Q1	$548K	Buy	+20,000	New	+$552K	0.01%	402
2021 Q4	–	Sell	-26,574	Closed	-$862K	–	393
2021 Q3	$862K	Sell	26,574 -1,965	-7%	-$66.2K	0.04%	252
2021 Q2	$948K	Buy	28,539 +11,729	+70%	+$389K	0.04%	284
2021 Q1	$543K	Buy	+16,810	New	+$531K	0.02%	354
2020 Q3	–	Sell	-9,881	Closed	-$272K	–	352
2020 Q2	$272K	Buy	+9,881	New	+$269K	0.02%	239

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

J. Goldman & Co's IYZ Position: Q2 2025 in Review

J. Goldman & Co sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 20,000 shares — an estimated $548K sold.

J. Goldman & Co first reported a position in IYZ in Q2 2020 and held it in 5 quarters. The position peaked at $948K in Q2 2021. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

J. Goldman & Co reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
J. Goldman & Co sold 20,000 iShares US Telecommunications ETF shares in Q2 2025, an estimated $548K.
J. Goldman & Co first reported a position in iShares US Telecommunications ETF in Q2 2020 and held it in 5 quarters.
J. Goldman & Co's iShares US Telecommunications ETF position peaked at $948K in Q2 2021.
152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on J. Goldman & Co's 13F filing for Q2 2025, filed 14 Aug 2025.