TFF
IYZ icon

The Family Firm’s iShares US Telecommunications ETF IYZ Stock Holding History

The Family Firm’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 		$430K Buy
14,441
+57
+0.4% +$1.57K 0.1% 82
2025
Q1 		$394K Sell
14,384
-2,746
-16% -$75.8K 0.09% 139
2024
Q4 		$460K Buy
17,130
+35
+0.2% +$934 0.1% 124
2024
Q3 		$432K Sell
17,095
-1,838
-10% -$42.3K 0.09% 131
2024
Q2 		$411K Buy
18,933
+1,955
+12% +$41.4K 0.09% 128
2024
Q1 		$373K Sell
16,978
-2,489
-13% -$55.9K 0.09% 135
2023
Q4 		$443K Buy
19,467
+941
+5% +$20.2K 0.11% 115
2023
Q3 		$395K Buy
18,526
+2,661
+17% +$58.8K 0.11% 117
2023
Q2 		$351K Sell
15,865
-279
-2% -$6.1K 0.09% 134
2023
Q1 		$374K Buy
16,144
+1,649
+11% +$38.4K 0.1% 121
2022
Q4 		$325K Sell
14,495
-2,019
-12% -$45.1K 0.1% 137
2022
Q3 		$345K Sell
16,514
-815
-5% -$20.3K 0.11% 120
2022
Q2 		$435K Buy
17,329
+109
+0.6% +$2.95K 0.13% 103
2022
Q1 		$515K Sell
17,220
-1,418
-8% -$43.3K 0.14% 95
2021
Q4 		$613K Buy
18,638
+51
+0.3% +$1.64K 0.16% 86
2021
Q3 		$610K Sell
18,587
-8,996
-33% -$303K 0.16% 89
2021
Q2 		$916K Buy
27,583
+1,196
+5% +$39.7K 0.25% 70
2021
Q1 		$853K Hold
26,387
– – 0.25% 69
2020
Q4 		$830K Buy
26,387
+1,206
+5% +$34.9K 0.25% 69
2020
Q3 		$685K Sell
25,181
-1,710
-6% -$48.4K 0.25% 69
2020
Q2 		$741K Buy
26,891
+1,803
+7% +$49K 0.28% 65
2020
Q1 		$623K Buy
25,088
+3,705
+17% +$106K 0.27% 62
2019
Q4 		$639K Sell
21,383
-2,744
-11% -$80.8K 0.22% 71
2019
Q3 		$705K Sell
24,127
-1,829
-7% -$53.7K 0.25% 65
2019
Q2 		$764K Sell
25,956
-916
-3% -$27.2K 0.27% 63
2019
Q1 		$799K Sell
26,872
-129
-0.5% -$3.69K 0.29% 61
2018
Q4 		$711K Sell
27,001
-10,551
-28% -$296K 0.28% 62
2018
Q3 		$1.12M Sell
37,552
-395
-1% -$11.4K 0.4% 49
2018
Q2 		$1.05M Buy
37,947
+13,420
+55% +$368K 0.39% 49
2018
Q1 		$663K Buy
24,527
+13,746
+128% +$391K 0.26% 60
2017
Q4 		$317K Buy
+10,781
New +$320K 0.13% 97

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 $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

The Family Firm's IYZ Position: Q2 2025 in Review

The Family Firm increased its iShares US Telecommunications ETF (IYZ) stake by 0.4% in Q2 2025, buying an estimated $1.57K and bringing the position to 14,441 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #82.

The Family Firm first reported a position in IYZ in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.12M in Q3 2018. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

  • The Family Firm held 14,441 shares of iShares US Telecommunications ETF worth $430K as of Q2 2025.
  • The Family Firm bought 57 iShares US Telecommunications ETF shares in Q2 2025, an estimated $1.57K.
  • iShares US Telecommunications ETF made up 0.1% of The Family Firm's portfolio in Q2 2025, its #82 holding.
  • The Family Firm first reported a position in iShares US Telecommunications ETF in Q4 2017 and has held it in 31 quarters since.
  • The Family Firm's iShares US Telecommunications ETF position peaked at $1.12M in Q3 2018.
  • 152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.