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SS
Sunbelt Securities’s
iShares US Telecommunications ETF
IYZ
Stock Holding History
Sunbelt Securities’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
$429K
Buy
10,914
+10,382
+1,952%
+$388K
0.03%
449
2025
Q4
$18K
Buy
532
+2
+0.4%
+$66
﹤0.01%
1284
2025
Q3
$17.1K
Buy
530
+430
+430%
+$13.2K
﹤0.01%
1308
2025
Q2
$2.68K
Hold
100
–
–
﹤0.01%
1551
2025
Q1
$2.74K
Hold
100
–
–
﹤0.01%
1528
2024
Q4
$2.68K
Hold
100
–
–
﹤0.01%
1554
2024
Q3
$2.53K
Hold
100
–
–
﹤0.01%
1575
2024
Q2
$2.17K
Hold
100
–
–
﹤0.01%
1542
2024
Q1
$2.2K
Hold
100
–
–
﹤0.01%
1508
2023
Q4
$2.28K
Sell
100
-314
-76%
-$6.73K
﹤0.01%
1446
2023
Q3
$8.82K
Sell
414
-2,315
-85%
-$51.2K
﹤0.01%
1184
2023
Q2
$60.3K
Sell
2,729
-399
-13%
-$8.72K
0.01%
748
2023
Q1
$70.9K
Buy
+3,128
New
+$72.9K
0.01%
666
2022
Q1
–
Sell
-7,742
Closed
-$237K
–
473
2021
Q4
$237K
Buy
7,742
+1,016
+15%
+$32.7K
0.04%
414
2021
Q3
$223K
Hold
6,726
–
–
0.04%
405
2021
Q2
$223K
Buy
6,726
+137
+2%
+$4.54K
0.04%
403
2021
Q1
$213K
Buy
+6,589
New
+$208K
0.04%
388
2019
Q2
–
Sell
-6,810
Closed
-$203K
–
265
2019
Q1
$203K
Buy
+6,810
New
+$195K
0.1%
221
2018
Q4
–
Sell
-6,744
Closed
-$201K
–
234
2018
Q3
$201K
Buy
+6,744
New
+$195K
0.11%
212
Other funds holding IYZ
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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