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NewEdge Advisors’s
iShares US Telecommunications ETF
IYZ
Stock Holding History
NewEdge 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
2025
Q4
–
Sell
-151
Closed
-$4.87K
–
4315
2025
Q3
$4.87K
Hold
151
–
–
﹤0.01%
3544
2025
Q2
$4.5K
Hold
151
–
–
﹤0.01%
3436
2025
Q1
$4.14K
Hold
151
–
–
﹤0.01%
3348
2024
Q4
$4.05K
Hold
151
–
–
﹤0.01%
3289
2024
Q3
$3.81K
Hold
151
–
–
﹤0.01%
3240
2024
Q2
$3.28K
Hold
151
–
–
﹤0.01%
3215
2024
Q1
$3.32K
Hold
151
–
–
﹤0.01%
3274
2023
Q4
$3.44K
Buy
151
+81
+116%
+$1.74K
﹤0.01%
3223
2023
Q3
$1.49K
Hold
70
–
–
﹤0.01%
3107
2023
Q2
$1.55K
Sell
70
-5
-7%
-$109
﹤0.01%
3164
2023
Q1
$1.74K
Sell
75
-356
-83%
-$8.3K
﹤0.01%
3072
2022
Q4
$7.99K
Buy
+431
New
+$9.62K
﹤0.01%
2443
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PRS
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$1.1B AUM
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1-Year Est. Return
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$152B AUM
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1-Year Est. Return
LPL Financial
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$376B AUM
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1-Year Est. Return
Cambridge Investment Research Advisors
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$38.8B AUM
21.88%
1-Year Est. Return
SP
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$1.3B AUM
35.18%
1-Year Est. Return
ZIG
Zurich Insurance Group
Zurich, Switzerland
$12.7B AUM
53.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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