Marshall Wace’s iShares US Telecommunications ETF IYZ Stock Holding History

Marshall Wace’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 Q3	–	Sell	-10,400	Closed	-$310K	–	3139
2025 Q2	$310K	Sell	10,400 -860	-8%	-$23.6K	﹤0.01%	2317
2025 Q1	$308K	Sell	11,260 -72,997	-87%	-$2.02M	﹤0.01%	2257
2024 Q4	$2.26M	Buy	+84,257	New	+$2.25M	﹤0.01%	1386
2023 Q4	–	Sell	-26,060	Closed	-$555K	–	2389
2023 Q3	$555K	Buy	+26,060	New	+$576K	﹤0.01%	1689
2023 Q1	–	Sell	-100,400	Closed	-$2.25M	–	2883
2022 Q4	$2.25M	Buy	+100,400	New	+$2.24M	0.01%	1666
2022 Q2	–	Sell	-130,516	Closed	-$3.9M	–	3647
2022 Q1	$3.9M	Buy	+130,516	New	+$3.98M	0.01%	1579

Other funds holding IYZ

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

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

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ZIG

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace's IYZ Position: Q3 2025 in Review

Marshall Wace sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 10,400 shares — an estimated $310K sold.

Marshall Wace first reported a position in IYZ in Q1 2022 and held it in 6 quarters. The position peaked at $3.9M in Q1 2022. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

Marshall Wace reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 10,400 iShares US Telecommunications ETF shares in Q3 2025, an estimated $310K.
Marshall Wace first reported a position in iShares US Telecommunications ETF in Q1 2022 and held it in 6 quarters.
Marshall Wace's iShares US Telecommunications ETF position peaked at $3.9M in Q1 2022.
155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.