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Tocqueville Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Tocqueville 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
Q1 		– Sell
-52,019
Closed -$1.4M – 540
2024
Q4 		$1.4M Buy
+52,019
New +$1.39M 0.02% 318
2024
Q1 		– Sell
-12,042
Closed -$274K – 545
2023
Q4 		$274K Buy
12,042
+457
+4% +$9.8K 0.01% 454
2023
Q3 		$247K Sell
11,585
-713
-6% -$15.8K ﹤0.01% 463
2023
Q2 		$272K Sell
12,298
-17,730
-59% -$387K ﹤0.01% 465
2023
Q1 		$695K Sell
30,028
-7,303
-20% -$170K 0.01% 381
2022
Q4 		$837K Buy
+37,331
New +$834K 0.02% 399
2022
Q3 		– Sell
-17,965
Closed -$451K – 606
2022
Q2 		$451K Sell
17,965
-2,400
-12% -$64.9K 0.01% 509
2022
Q1 		$609K Hold
20,365
– – 0.01% 489
2021
Q4 		$670K Hold
20,365
– – 0.01% 512
2021
Q3 		$661K Hold
20,365
– – 0.01% 490
2021
Q2 		$677K Sell
20,365
-19,935
-49% -$661K 0.01% 502
2021
Q1 		$1.3M Sell
40,300
-5,310
-12% -$168K 0.02% 420
2020
Q4 		$1.38M Buy
45,610
+3,262
+8% +$94.3K 0.02% 393
2020
Q3 		$1.15M Sell
42,348
-600
-1% -$17K 0.02% 385
2020
Q2 		$1.18M Sell
42,948
-8,700
-17% -$236K 0.02% 369
2020
Q1 		$1.28M Hold
51,648
– – 0.03% 323
2019
Q4 		$1.54M Sell
51,648
-306,530
-86% -$9.03M 0.02% 385
2019
Q3 		$10.5M Buy
358,178
+30,300
+9% +$889K 0.14% 171
2019
Q2 		$9.66M Hold
327,878
– – 0.13% 189
2019
Q1 		$9.75M Hold
327,878
– – 0.13% 188
2018
Q4 		$8.64M Buy
+327,878
New +$9.19M 0.13% 184

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tocqueville Asset Management's IYZ Position: Q1 2025 in Review

Tocqueville Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2025, closing a stake of 52,019 shares — an estimated $1.4M sold.

Tocqueville Asset Management first reported a position in IYZ in Q4 2018 and held it in 21 quarters. The position peaked at $10.5M in Q3 2019. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

  • Tocqueville Asset Management reported no remaining iShares US Telecommunications ETF position as of Q1 2025 after selling out during the quarter.
  • Tocqueville Asset Management sold 52,019 iShares US Telecommunications ETF shares in Q1 2025, an estimated $1.4M.
  • Tocqueville Asset Management first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 21 quarters.
  • Tocqueville Asset Management's iShares US Telecommunications ETF position peaked at $10.5M in Q3 2019.
  • 134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

Based on Tocqueville Asset Management's 13F filing for Q1 2025, filed 13 May 2025.