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Optivise Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Optivise Advisory Services’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
-52,916
Closed -$1.42M – 206
2024
Q4 		$1.42M Buy
+52,916
New +$1.41M 0.77% 33

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optivise Advisory Services's IYZ Position: Q1 2025 in Review

Optivise Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q1 2025, closing a stake of 52,916 shares — an estimated $1.42M sold.

Optivise Advisory Services first reported a position in IYZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.42M in Q4 2024. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

  • Optivise Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q1 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 52,916 iShares US Telecommunications ETF shares in Q1 2025, an estimated $1.42M.
  • Optivise Advisory Services first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 1 quarter.
  • Optivise Advisory Services's iShares US Telecommunications ETF position peaked at $1.42M in Q4 2024.
  • 134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

Based on Optivise Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.