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Schwarz Dygos Wheeler Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Schwarz Dygos Wheeler 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
Q3 		– Sell
-21,415
Closed -$638K – 166
2025
Q2 		$638K Sell
21,415
-1,318
-6% -$36.2K 0.15% 96
2025
Q1 		$623K Sell
22,733
-424
-2% -$11.7K 0.15% 95
2024
Q4 		$621K Buy
+23,157
New +$618K 0.15% 95

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $1.16B AUM 28.78% 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 $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Schwarz Dygos Wheeler Investment Advisors's IYZ Position: Q3 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 21,415 shares — an estimated $638K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IYZ in Q4 2024 and held it in 3 quarters. The position peaked at $638K in Q2 2025. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 21,415 iShares US Telecommunications ETF shares in Q3 2025, an estimated $638K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 3 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's iShares US Telecommunications ETF position peaked at $638K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.