Reflection Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Reflection Asset Management’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 Q4	$63.7K	Buy	+1,872	New	+$61.4K	0.05%	212

Other funds holding IYZ

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

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Reflection Asset Management's IYZ Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q4 2025: 1,872 shares worth $63.7K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings.

169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

Reflection Asset Management held 1,872 shares of iShares US Telecommunications ETF worth $63.7K as of Q4 2025.
iShares US Telecommunications ETF was a new Reflection Asset Management position in Q4 2025.
iShares US Telecommunications ETF made up 0.05% of Reflection Asset Management's portfolio in Q4 2025, its #212 holding.
169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.