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Newbridge Financial Services Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Newbridge Financial Services 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
2026
Q1 		– Sell
-117
Closed -$3.97K – 1221
2025
Q4 		$3.97K Buy
+117
New +$3.84K ﹤0.01% 934

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

Newbridge Financial Services Group's IYZ Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 117 shares — an estimated $3.97K sold.

Newbridge Financial Services Group first reported a position in IYZ in Q4 2025 and held it in 1 quarter. The position peaked at $3.97K in Q4 2025. 177 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 117 iShares US Telecommunications ETF shares in Q1 2026, an estimated $3.97K.
  • Newbridge Financial Services Group first reported a position in iShares US Telecommunications ETF in Q4 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's iShares US Telecommunications ETF position peaked at $3.97K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.