Lido Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Lido 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
2026 Q1	–	Sell	-12,728	Closed	-$431K	–	2046
2025 Q4	$431K	Buy	+12,728	New	+$417K	﹤0.01%	1364

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

Lido Advisors's IYZ Position: Q1 2026 in Review

Lido Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 12,728 shares — an estimated $431K sold.

Lido Advisors first reported a position in IYZ in Q4 2025 and held it in 1 quarter. The position peaked at $431K in Q4 2025. 177 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Lido Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 12,728 iShares US Telecommunications ETF shares in Q1 2026, an estimated $431K.
Lido Advisors first reported a position in iShares US Telecommunications ETF in Q4 2025 and held it in 1 quarter.
Lido Advisors's iShares US Telecommunications ETF position peaked at $431K in Q4 2025.
177 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.