SHFP
IYZ icon

Second Half Financial Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Second Half Financial 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
Q2 		– Sell
-83,213
Closed -$2.28M – 93
2025
Q1 		$2.28M Buy
83,213
+75,653
+1,001% +$2.09M 1.13% 14
2024
Q4 		$203K Buy
+7,560
New +$202K 0.1% 91

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Second Half Financial Partners's IYZ Position: Q2 2025 in Review

Second Half Financial Partners sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 83,213 shares — an estimated $2.28M sold.

Second Half Financial Partners first reported a position in IYZ in Q4 2024 and held it in 2 quarters. The position peaked at $2.28M in Q1 2025. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

  • Second Half Financial Partners reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
  • Second Half Financial Partners sold 83,213 iShares US Telecommunications ETF shares in Q2 2025, an estimated $2.28M.
  • Second Half Financial Partners first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 2 quarters.
  • Second Half Financial Partners's iShares US Telecommunications ETF position peaked at $2.28M in Q1 2025.
  • 152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on Second Half Financial Partners's 13F filing for Q2 2025, filed 25 Jul 2025.