Pathstone Holdings
IYZ icon

Pathstone Holdings’s iShares US Telecommunications ETF IYZ Stock Holding History

Pathstone Holdings’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
2026
Q1 		$816K Hold
20,764
– – ﹤0.01% 1504
2025
Q4 		$704K Hold
20,764
– – ﹤0.01% 1593
2025
Q3 		$670K Hold
20,764
– – ﹤0.01% 1623
2025
Q2 		$618K Hold
20,764
– – ﹤0.01% 1619
2025
Q1 		$569K Sell
20,764
-1,000
-5% -$27.6K ﹤0.01% 1657
2024
Q4 		$584K Sell
21,764
-515
-2% -$13.8K ﹤0.01% 1655
2024
Q3 		$563K Hold
22,279
– – ﹤0.01% 1669
2024
Q2 		$484K Hold
22,279
– – ﹤0.01% 1712
2024
Q1 		$490K Sell
22,279
-1,153
-5% -$25.9K ﹤0.01% 1684
2023
Q4 		$533K Buy
+23,432
New +$502K ﹤0.01% 1465

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return