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Valmark Advisers’s iShares US Telecommunications ETF IYZ Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-6,414
Closed -$207K – 667
2025
Q3 		$207K Buy
+6,414
New +$197K ﹤0.01% 634

Other funds holding IYZ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers's IYZ Position: Q4 2025 in Review

Valmark Advisers sold out of iShares US Telecommunications ETF (IYZ) in Q4 2025, closing a stake of 6,414 shares — an estimated $207K sold.

Valmark Advisers first reported a position in IYZ in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

  • Valmark Advisers reported no remaining iShares US Telecommunications ETF position as of Q4 2025 after selling out during the quarter.
  • Valmark Advisers sold 6,414 iShares US Telecommunications ETF shares in Q4 2025, an estimated $207K.
  • Valmark Advisers first reported a position in iShares US Telecommunications ETF in Q3 2025 and held it in 1 quarter.
  • Valmark Advisers's iShares US Telecommunications ETF position peaked at $207K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.