Trust Company of Vermont’s iShares US Telecommunications ETF IYZ Stock Holding History

Trust Company of Vermont’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	–	Sell	-1,320	Closed	-$36.2K	–	1119
2025 Q1	$36.2K	Buy	+1,320	New	+$36.4K	﹤0.01%	573
2021 Q3	–	Sell	-103	Closed	-$3K	–	526
2021 Q2	$3K	Hold	103	–	–	﹤0.01%	726
2021 Q1	$3K	Sell	103 -30	-23%	-$948	﹤0.01%	704
2020 Q4	$4K	Buy	133 +31	+30%	+$897	﹤0.01%	692
2020 Q3	$3K	Sell	102 -13	-11%	-$368	﹤0.01%	689
2020 Q2	$3K	Buy	115 +35	+44%	+$951	﹤0.01%	716
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	818
2019 Q4	$2K	Buy	+80	New	+$2.36K	﹤0.01%	877

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trust Company of Vermont's IYZ Position: Q2 2025 in Review

Trust Company of Vermont sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 1,320 shares — an estimated $36.2K sold.

Trust Company of Vermont first reported a position in IYZ in Q4 2019 and held it in 8 quarters. The position peaked at $36.2K in Q1 2025. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

Trust Company of Vermont reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
Trust Company of Vermont sold 1,320 iShares US Telecommunications ETF shares in Q2 2025, an estimated $36.2K.
Trust Company of Vermont first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 8 quarters.
Trust Company of Vermont's iShares US Telecommunications ETF position peaked at $36.2K in Q1 2025.
152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on Trust Company of Vermont's 13F filing for Q2 2025, filed 18 Jul 2025.