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IYZ icon

PFS Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

PFS Partners’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
-780
Closed -$23.2K – 567
2025
Q2 		$23.2K Buy
780
+4
+0.5% +$110 0.01% 227
2025
Q1 		$21.3K Buy
776
+4
+0.5% +$110 0.01% 221
2024
Q4 		$20.7K Buy
772
+4
+0.5% +$107 0.01% 221
2024
Q3 		$19.4K Buy
768
+3
+0.4% +$69 0.01% 226
2024
Q2 		$16.6K Buy
765
+5
+0.7% +$106 0.01% 218
2024
Q1 		$16.7K Buy
760
+6
+0.8% +$135 0.01% 219
2023
Q4 		$17.2K Buy
754
+7
+0.9% +$150 0.01% 202
2023
Q3 		$15.9K Hold
747
– – 0.01% 195
2023
Q2 		$16.5K Buy
747
+5
+0.7% +$109 0.01% 206
2023
Q1 		$17.2K Buy
742
+5
+0.7% +$117 0.02% 173
2022
Q4 		$16.5K Buy
737
+6
+0.8% +$134 0.02% 169
2022
Q3 		$15.3K Buy
731
+3
+0.4% +$75 0.02% 164
2022
Q2 		$18.3K Buy
728
+4
+0.6% +$108 0.02% 155
2022
Q1 		$21.6K Sell
724
-2,306
-76% -$70.4K 0.02% 155
2021
Q4 		$99.7K Buy
+3,030
New +$97.5K 0.07% 71

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

PFS Partners's IYZ Position: Q3 2025 in Review

PFS Partners sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 780 shares — an estimated $23.2K sold.

PFS Partners first reported a position in IYZ in Q4 2021 and held it in 15 quarters. The position peaked at $99.7K in Q4 2021. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

  • PFS Partners reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
  • PFS Partners sold 780 iShares US Telecommunications ETF shares in Q3 2025, an estimated $23.2K.
  • PFS Partners first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 15 quarters.
  • PFS Partners's iShares US Telecommunications ETF position peaked at $99.7K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on PFS Partners's 13F filing for Q3 2025, filed 16 Oct 2025.