Verity & Verity’s iShares US Telecommunications ETF IYZ Stock Holding History

Verity & Verity’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	-222,725	Closed	-$5.98M	–	132
2024 Q4	$5.98M	Buy	+222,725	New	+$5.95M	0.55%	56
2024 Q1	–	Sell	-337,084	Closed	-$7.67M	–	116
2023 Q4	$7.67M	Buy	+337,084	New	+$7.23M	0.88%	49

Other funds holding IYZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Verity & Verity's IYZ Position: Q1 2025 in Review

Verity & Verity sold out of iShares US Telecommunications ETF (IYZ) in Q1 2025, closing a stake of 222,725 shares — an estimated $5.98M sold.

Verity & Verity first reported a position in IYZ in Q4 2023 and held it in 2 quarters. The position peaked at $7.67M in Q4 2023. 134 funds tracked by Wall St. Rank hold IYZ as of Q1 2025.

Verity & Verity reported no remaining iShares US Telecommunications ETF position as of Q1 2025 after selling out during the quarter.
Verity & Verity sold 222,725 iShares US Telecommunications ETF shares in Q1 2025, an estimated $5.98M.
Verity & Verity first reported a position in iShares US Telecommunications ETF in Q4 2023 and held it in 2 quarters.
Verity & Verity's iShares US Telecommunications ETF position peaked at $7.67M in Q4 2023.
134 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2025.

Based on Verity & Verity's 13F filing for Q1 2025, filed 16 Apr 2025.