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Sound Income Strategies’s iShares US Telecommunications ETF IYZ Stock Holding History

Sound Income Strategies’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
-1,187
Closed -$32.5K – 1658
2025
Q1 		$32.5K Buy
+1,187
New +$32.8K ﹤0.01% 608
2024
Q3 		– Sell
-105
Closed -$2.28K – 1458
2024
Q2 		$2.28K Buy
+105
New +$2.23K ﹤0.01% 1088
2022
Q4 		– Sell
-6
Closed – – 1002
2022
Q3 		$0 Buy
+6
New +$150 ﹤0.01% 935

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 $1.16B AUM 28.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Sound Income Strategies's IYZ Position: Q2 2025 in Review

Sound Income Strategies sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 1,187 shares — an estimated $32.5K sold.

Sound Income Strategies first reported a position in IYZ in Q3 2022 and held it in 3 quarters. The position peaked at $32.5K in Q1 2025. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

  • Sound Income Strategies reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,187 iShares US Telecommunications ETF shares in Q2 2025, an estimated $32.5K.
  • Sound Income Strategies first reported a position in iShares US Telecommunications ETF in Q3 2022 and held it in 3 quarters.
  • Sound Income Strategies's iShares US Telecommunications ETF position peaked at $32.5K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.