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IYZ icon

Leo Wealth LLC’s iShares US Telecommunications ETF IYZ Stock Holding History

Leo Wealth LLC’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
-28,418
Closed -$963K – 469
2025
Q4 		$963K Buy
+28,418
New +$932K 0.07% 185

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

Leo Wealth LLC's IYZ Position: Q1 2026 in Review

Leo Wealth LLC sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 28,418 shares — an estimated $963K sold.

Leo Wealth LLC first reported a position in IYZ in Q4 2025 and held it in 1 quarter. The position peaked at $963K in Q4 2025. 177 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Leo Wealth LLC reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 28,418 iShares US Telecommunications ETF shares in Q1 2026, an estimated $963K.
  • Leo Wealth LLC first reported a position in iShares US Telecommunications ETF in Q4 2025 and held it in 1 quarter.
  • Leo Wealth LLC's iShares US Telecommunications ETF position peaked at $963K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.