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IYZ icon

WESPAC Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

WESPAC Advisors’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
2026
Q1 		$1.03M Sell
26,109
-39,226
-60% -$1.47M 0.56% 49
2025
Q4 		$2.21M Sell
65,335
-6,749
-9% -$221K 1.2% 20
2025
Q3 		$2.33M Sell
72,084
-431
-0.6% -$13.3K 1.36% 11
2025
Q2 		$2.16M Buy
72,515
+35,277
+95% +$970K 1.51% 8
2025
Q1 		$1.02M Sell
37,238
-15,579
-29% -$430K 0.83% 37
2024
Q4 		$1.42M Buy
+52,817
New +$1.41M 1.04% 21
2016
Q3 		– Sell
-32,530
Closed -$1.08M – 115
2016
Q2 		$1.08M Buy
32,530
+4,677
+17% +$146K 1.12% 35
2016
Q1 		$856K Buy
+27,853
New +$789K 1.06% 44

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return