St. Louis Financial Planners Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

St. Louis Financial Planners 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 Q3	–	Sell	-21,485	Closed	-$640K	–	42
2025 Q2	$640K	Sell	21,485 -21,949	-51%	-$603K	0.49%	30
2025 Q1	$1.19M	Buy	+43,434	New	+$1.2M	0.89%	19

Other funds holding IYZ

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

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

St. Louis Financial Planners Asset Management's IYZ Position: Q3 2025 in Review

St. Louis Financial Planners Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 21,485 shares — an estimated $640K sold.

St. Louis Financial Planners Asset Management first reported a position in IYZ in Q1 2025 and held it in 2 quarters. The position peaked at $1.19M in Q1 2025. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

St. Louis Financial Planners Asset Management reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 21,485 iShares US Telecommunications ETF shares in Q3 2025, an estimated $640K.
St. Louis Financial Planners Asset Management first reported a position in iShares US Telecommunications ETF in Q1 2025 and held it in 2 quarters.
St. Louis Financial Planners Asset Management's iShares US Telecommunications ETF position peaked at $1.19M in Q1 2025.
155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q3 2025, filed 2 Oct 2025.