Realta Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Realta Investment Advisors’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	–	Sell	-800	Closed	-$21.7K	–	346
2024 Q4	$21.7K	Hold	800	–	–	0.01%	276
2024 Q3	$20.6K	Sell	800 -4,200	-84%	-$96.7K	0.01%	276
2024 Q2	$109K	Hold	5,000	–	–	0.02%	463
2024 Q1	$110K	Buy	+5,000	New	+$112K	0.02%	469
2023 Q4	–	Sell	-5,760	Closed	-$127K	–	629
2023 Q3	$127K	Hold	5,760	–	–	0.03%	437
2023 Q2	$127K	Buy	+5,760	New	+$126K	0.03%	459
2023 Q1	–	Sell	-760	Closed	-$17K	–	642
2022 Q4	$17K	Buy	+760	New	+$17K	﹤0.01%	659

Other funds holding IYZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Realta Investment Advisors's IYZ Position: Q1 2025 in Review

Realta Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2025, closing a stake of 800 shares — an estimated $21.7K sold.

Realta Investment Advisors first reported a position in IYZ in Q4 2022 and held it in 7 quarters. The position peaked at $127K in Q3 2023. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

Realta Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 800 iShares US Telecommunications ETF shares in Q1 2025, an estimated $21.7K.
Realta Investment Advisors first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 7 quarters.
Realta Investment Advisors's iShares US Telecommunications ETF position peaked at $127K in Q3 2023.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.