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 Q2	$830K	Sell	19,611 -1,153	-6%	-$49K	﹤0.01%	1617
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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Pathstone Holdings's IYZ Position: Q2 2026 in Review

Pathstone Holdings reduced its iShares US Telecommunications ETF (IYZ) stake by 5.6% in Q2 2026, selling an estimated $49K and leaving 19,611 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Pathstone Holdings first reported a position in IYZ in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Pathstone Holdings held 19,611 shares of iShares US Telecommunications ETF worth $830K as of Q2 2026.
Pathstone Holdings sold 1,153 iShares US Telecommunications ETF shares in Q2 2026, an estimated $49K.
iShares US Telecommunications ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1617 holding.
Pathstone Holdings first reported a position in iShares US Telecommunications ETF in Q4 2023 and has held it in 11 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.