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MGB Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

MGB Wealth Management’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 		$314K Buy
9,235
+11
+0.1% +$361 0.09% 174
2025
Q3 		$297K Buy
9,224
+2
+0% +$62 0.08% 178
2025
Q2 		$273K Sell
9,222
-698
-7% -$19.2K 0.09% 182
2025
Q1 		$271K Buy
+9,920
New +$274K 0.1% 178

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

MGB Wealth Management's IYZ Position: Q4 2025 in Review

MGB Wealth Management increased its iShares US Telecommunications ETF (IYZ) stake by 0.12% in Q4 2025, buying an estimated $361 and bringing the position to 9,235 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #174.

MGB Wealth Management first reported a position in IYZ in Q1 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

  • MGB Wealth Management held 9,235 shares of iShares US Telecommunications ETF worth $314K as of Q4 2025.
  • MGB Wealth Management bought 11 iShares US Telecommunications ETF shares in Q4 2025, an estimated $361.
  • iShares US Telecommunications ETF made up 0.09% of MGB Wealth Management's portfolio in Q4 2025, its #174 holding.
  • MGB Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.