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

Other funds holding IYZ

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

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

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

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

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 New York $1.15T AUM 47.82% 1-Year Est. Return

NewEdge Advisors's IYZ Position: Q4 2025 in Review

NewEdge Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2025, closing a stake of 151 shares — an estimated $4.87K sold.

NewEdge Advisors first reported a position in IYZ in Q4 2022 and held it in 12 quarters. The position peaked at $7.99K in Q4 2022. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

NewEdge Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 151 iShares US Telecommunications ETF shares in Q4 2025, an estimated $4.87K.
NewEdge Advisors first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 12 quarters.
NewEdge Advisors's iShares US Telecommunications ETF position peaked at $7.99K in Q4 2022.
169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.