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Leuthold Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Leuthold Group’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
-40,487
Closed -$1.31M – 223
2025
Q3 		$1.31M Sell
40,487
-1,527
-4% -$47K 0.14% 132
2025
Q2 		$1.25M Buy
42,014
+1,078
+3% +$29.6K 0.15% 137
2025
Q1 		$1.12M Sell
40,936
-9,666
-19% -$267K 0.15% 144
2024
Q4 		$1.36M Buy
50,602
+25,595
+102% +$683K 0.16% 139
2024
Q3 		$632K Buy
+25,007
New +$576K 0.07% 138

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

Leuthold Group's IYZ Position: Q4 2025 in Review

Leuthold Group sold out of iShares US Telecommunications ETF (IYZ) in Q4 2025, closing a stake of 40,487 shares — an estimated $1.31M sold.

Leuthold Group first reported a position in IYZ in Q3 2024 and held it in 5 quarters. The position peaked at $1.36M in Q4 2024. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

  • Leuthold Group reported no remaining iShares US Telecommunications ETF position as of Q4 2025 after selling out during the quarter.
  • Leuthold Group sold 40,487 iShares US Telecommunications ETF shares in Q4 2025, an estimated $1.31M.
  • Leuthold Group first reported a position in iShares US Telecommunications ETF in Q3 2024 and held it in 5 quarters.
  • Leuthold Group's iShares US Telecommunications ETF position peaked at $1.36M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on Leuthold Group's 13F filing for Q4 2025, filed 5 Feb 2026.