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Kingswood Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Kingswood Wealth Advisors’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
Q4 		– Sell
-8,839
Closed -$285K – 893
2025
Q3 		$285K Buy
8,839
+1,187
+16% +$36.5K 0.02% 652
2025
Q2 		$228K Sell
7,652
-3,950
-34% -$109K 0.02% 660
2025
Q1 		$318K Buy
+11,602
New +$320K 0.03% 528

Other funds holding IYZ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kingswood Wealth Advisors's IYZ Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2025, closing a stake of 8,839 shares — an estimated $285K sold.

Kingswood Wealth Advisors first reported a position in IYZ in Q1 2025 and held it in 3 quarters. The position peaked at $318K in Q1 2025. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,839 iShares US Telecommunications ETF shares in Q4 2025, an estimated $285K.
  • Kingswood Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q1 2025 and held it in 3 quarters.
  • Kingswood Wealth Advisors's iShares US Telecommunications ETF position peaked at $318K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.