Virtue Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Virtue Capital 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 Q3	–	Sell	-6,886	Closed	-$205K	–	309
2025 Q2	$205K	Buy	+6,886	New	+$189K	0.04%	251
2023 Q2	–	Sell	-18,866	Closed	-$401K	–	413
2023 Q1	$401K	Buy	18,866 +1,381	+8%	+$32.2K	0.07%	256
2022 Q4	$392K	Buy	+17,485	New	+$390K	0.06%	251
2022 Q3	–	Sell	-14,802	Closed	-$372K	–	285
2022 Q2	$372K	Buy	+14,802	New	+$400K	0.06%	151

Other funds holding IYZ

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

Citigroup New York $235B AUM 32.99% 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 $1.1B AUM 30.57% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Virtue Capital Management's IYZ Position: Q3 2025 in Review

Virtue Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 6,886 shares — an estimated $205K sold.

Virtue Capital Management first reported a position in IYZ in Q2 2022 and held it in 4 quarters. The position peaked at $401K in Q1 2023. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

Virtue Capital Management reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
Virtue Capital Management sold 6,886 iShares US Telecommunications ETF shares in Q3 2025, an estimated $205K.
Virtue Capital Management first reported a position in iShares US Telecommunications ETF in Q2 2022 and held it in 4 quarters.
Virtue Capital Management's iShares US Telecommunications ETF position peaked at $401K in Q1 2023.
155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on Virtue Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.