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Park Square Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-600
Closed -$17.9K – 624
2025
Q2 		$17.9K Hold
600
– – 0.01% 491
2025
Q1 		$16.4K Buy
+600
New +$16.6K 0.01% 486

Other funds holding IYZ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Park Square Financial Group's IYZ Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 600 shares — an estimated $17.9K sold.

Park Square Financial Group first reported a position in IYZ in Q1 2025 and held it in 2 quarters. The position peaked at $17.9K in Q2 2025. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 600 iShares US Telecommunications ETF shares in Q3 2025, an estimated $17.9K.
  • Park Square Financial Group first reported a position in iShares US Telecommunications ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's iShares US Telecommunications ETF position peaked at $17.9K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.