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

Kestra 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
2026 Q1	–	Sell	-3,187	Closed	-$108K	–	3766
2025 Q4	$108K	Buy	+3,187	New	+$104K	﹤0.01%	3367
2023 Q4	–	Sell	-17,383	Closed	-$370K	–	2306
2023 Q3	$370K	Sell	17,383 -9,778	-36%	-$216K	﹤0.01%	1536
2023 Q2	$600K	Sell	27,161 -15,476	-36%	-$338K	0.01%	1236
2023 Q1	$987K	Sell	42,637 -10,403	-20%	-$243K	0.01%	956
2022 Q4	$1.19M	Sell	53,040 -36,368	-41%	-$812K	0.01%	982
2022 Q3	$1.87M	Sell	89,408 -22,995	-20%	-$573K	0.02%	694
2022 Q2	$2.83M	Sell	112,403 -112,095	-50%	-$3.03M	0.03%	543
2022 Q1	$6.71M	Buy	224,498 +1,002	+0.4%	+$30.6K	0.07%	302
2021 Q4	$7.36M	Buy	223,496 +4,797	+2%	+$154K	0.07%	280
2021 Q3	$7.1M	Buy	218,699 +4,808	+2%	+$162K	0.07%	300
2021 Q2	$7.11M	Buy	213,891 +7,822	+4%	+$259K	0.08%	277
2021 Q1	$6.66M	Sell	206,069 -4,057	-2%	-$128K	0.08%	266
2020 Q4	$6.3M	Buy	210,126 +18,351	+10%	+$531K	0.07%	285
2020 Q3	$5.22M	Buy	+191,775	New	+$5.43M	0.1%	237

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Kestra Advisory Services's IYZ Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 3,187 shares — an estimated $108K sold.

Kestra Advisory Services first reported a position in IYZ in Q3 2020 and held it in 14 quarters. The position peaked at $7.36M in Q4 2021. 177 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Kestra Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,187 iShares US Telecommunications ETF shares in Q1 2026, an estimated $108K.
Kestra Advisory Services first reported a position in iShares US Telecommunications ETF in Q3 2020 and held it in 14 quarters.
Kestra Advisory Services's iShares US Telecommunications ETF position peaked at $7.36M in Q4 2021.
177 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.