OneDigital Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

OneDigital Investment 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 Q1	–	Sell	-7,702	Closed	-$207K	–	1459
2024 Q4	$207K	Sell	7,702 -9,948	-56%	-$266K	﹤0.01%	1324
2024 Q3	$446K	Buy	+17,650	New	+$407K	0.01%	979
2018 Q4	–	Sell	-100	Closed	-$3K	–	1206
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	962
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	1223
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	1215
2017 Q4	$3K	Buy	+100	New	+$2.96K	﹤0.01%	1139
2017 Q3	–	Sell	-100	Closed	-$3K	–	1107
2017 Q2	$3K	Buy	+100	New	+$3.31K	﹤0.01%	1122

Other funds holding IYZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OneDigital Investment Advisors's IYZ Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2025, closing a stake of 7,702 shares — an estimated $207K sold.

OneDigital Investment Advisors first reported a position in IYZ in Q2 2017 and held it in 7 quarters. The position peaked at $446K in Q3 2024. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

OneDigital Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 7,702 iShares US Telecommunications ETF shares in Q1 2025, an estimated $207K.
OneDigital Investment Advisors first reported a position in iShares US Telecommunications ETF in Q2 2017 and held it in 7 quarters.
OneDigital Investment Advisors's iShares US Telecommunications ETF position peaked at $446K in Q3 2024.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.