SWA
IYZ icon

Stratos Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Stratos Wealth 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
2026
Q1 		– Sell
-8,379
Closed -$284K – 648
2025
Q4 		$284K Buy
8,379
+254
+3% +$8.33K 0.01% 537
2025
Q3 		$262K Buy
+8,125
New +$250K 0.01% 583
2025
Q2 		– Sell
-8,705
Closed -$238K – 696
2025
Q1 		$238K Sell
8,705
-752
-8% -$20.8K 0.01% 592
2024
Q4 		$254K Buy
+9,457
New +$252K 0.01% 616
2020
Q2 		– Sell
-372
Closed -$9K – 329
2020
Q1 		$9K Buy
+372
New +$10.6K 0.01% 245

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $157B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return