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IYZ icon

Orion Portfolio Solutions’s iShares US Telecommunications ETF IYZ Stock Holding History

Orion Portfolio Solutions’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 		$9.39M Sell
342,903
-33,564
-9% -$927K 0.09% 215
2024
Q4 		$10.1M Sell
376,467
-12,711
-3% -$339K 0.1% 196
2024
Q3 		$9.83M Sell
389,178
-6,136
-2% -$141K 0.1% 206
2024
Q2 		$8.59M Sell
395,314
-13,544
-3% -$287K 0.09% 218
2024
Q1 		$8.99M Buy
408,858
+72,536
+22% +$1.63M 0.1% 212
2023
Q4 		$7.71M Sell
336,322
-24,614
-7% -$528K 0.09% 219
2023
Q3 		$7.69M Sell
360,936
-6,272
-2% -$139K 0.09% 211
2023
Q2 		$8.12M Buy
367,208
+8,298
+2% +$181K 0.09% 229
2023
Q1 		$8.31M Sell
358,910
-47,297
-12% -$1.1M 0.1% 183
2022
Q4 		$9.11M Sell
406,207
-3,388
-0.8% -$75.7K 0.32% 47
2022
Q3 		$8.55M Buy
409,595
+9,618
+2% +$240K 0.34% 47
2022
Q2 		$10.1M Sell
399,977
-6,844
-2% -$185K 0.4% 37
2022
Q1 		$12.2M Buy
406,821
+5,960
+1% +$182K 0.43% 33
2021
Q4 		$13.2M Sell
400,861
-4,970
-1% -$160K 0.44% 30
2021
Q3 		$13.2M Sell
405,831
-14,137
-3% -$476K 0.48% 29
2021
Q2 		$14M Sell
419,968
-13,536
-3% -$449K 0.55% 26
2021
Q1 		$14M Sell
433,504
-35,455
-8% -$1.12M 0.61% 26
2020
Q4 		$14.2M Sell
468,959
-28,039
-6% -$811K 0.66% 26
2020
Q3 		$13.5M Sell
496,998
-64,742
-12% -$1.83M 0.7% 22
2020
Q2 		$15.5M Buy
+561,740
New +$15.3M 0.84% 19
2020
Q1 		– Sell
-100
Closed -$3K – 2091
2019
Q4 		$3K Buy
+100
New +$2.94K ﹤0.01% 1411

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
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
SFC
Summit Financial Consulting Sterling Heights, Michigan $140M AUM 9.47% 1-Year Est. Return

Orion Portfolio Solutions's IYZ Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares US Telecommunications ETF (IYZ) stake by 8.9% in Q1 2025, selling an estimated $927K and leaving 342,903 shares worth $9.39M. The position accounts for 0.09% of the portfolio, ranked #215.

Orion Portfolio Solutions first reported a position in IYZ in Q4 2019 and has held it in 21 quarters since. The position peaked at $15.5M in Q2 2020. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

  • Orion Portfolio Solutions held 342,903 shares of iShares US Telecommunications ETF worth $9.39M as of Q1 2025.
  • Orion Portfolio Solutions sold 33,564 iShares US Telecommunications ETF shares in Q1 2025, an estimated $927K.
  • iShares US Telecommunications ETF made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #215 holding.
  • Orion Portfolio Solutions first reported a position in iShares US Telecommunications ETF in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's iShares US Telecommunications ETF position peaked at $15.5M in Q2 2020.
  • 134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.