Westside Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Westside Investment 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 Q2	–	Sell	-75	Closed	-$2.05K	–	1299
2025 Q1	$2.05K	Hold	75	–	–	﹤0.01%	894
2024 Q4	$2.01K	Hold	75	–	–	﹤0.01%	898
2024 Q3	$1.9K	Hold	75	–	–	﹤0.01%	907
2024 Q2	$1.63K	Hold	75	–	–	﹤0.01%	909
2024 Q1	$1.65K	Hold	75	–	–	﹤0.01%	834
2023 Q4	$1.71K	Hold	75	–	–	﹤0.01%	807
2023 Q3	$1.6K	Sell	75 -225	-75%	-$4.97K	﹤0.01%	778
2023 Q2	$6.63K	Hold	300	–	–	﹤0.01%	658
2023 Q1	$6.95K	Sell	300 -165	-35%	-$3.85K	﹤0.01%	653
2022 Q4	$10	Hold	465	–	–	﹤0.01%	603
2022 Q3	$9	Hold	465	–	–	﹤0.01%	612
2022 Q2	$11	Hold	465	–	–	﹤0.01%	591
2022 Q1	$13	Hold	465	–	–	﹤0.01%	579
2021 Q4	$15	Hold	465	–	–	﹤0.01%	538
2021 Q3	$15	Buy	465 +300	+182%	+$10.1K	﹤0.01%	526
2021 Q2	$5	Buy	165 +100	+154%	+$3.32K	﹤0.01%	640
2021 Q1	$2	Hold	65	–	–	﹤0.01%	684
2020 Q4	$1	Hold	65	–	–	﹤0.01%	628
2020 Q3	$1	Hold	65	–	–	﹤0.01%	639
2020 Q2	$1	Hold	65	–	–	﹤0.01%	626
2020 Q1	$1	Buy	+65	New	+$1.85K	﹤0.01%	635
2019 Q2	$6	Buy	+215	New	+$6.4K	﹤0.01%	533
2018 Q4	$5.67K	Buy	+215	New	+$6.03K	﹤0.01%	546
2018 Q3	–	Sell	-215	Closed	-$5.95K	–	787
2018 Q2	$5.95K	Hold	215	–	–	﹤0.01%	655
2018 Q1	$5.7K	Hold	215	–	–	﹤0.01%	645
2017 Q4	$6.34K	Hold	215	–	–	﹤0.01%	654
2017 Q3	$6.76K	Hold	215	–	–	﹤0.01%	628
2017 Q2	$6.79K	Buy	215 +150	+231%	+$4.96K	﹤0.01%	619
2017 Q1	$2.15K	Buy	+65	New	+$2.21K	﹤0.01%	707

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 $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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 $377B AUM 19.32% 1-Year Est. Return

Westside Investment Management's IYZ Position: Q2 2025 in Review

Westside Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2025, closing a stake of 75 shares — an estimated $2.05K sold.

Westside Investment Management first reported a position in IYZ in Q1 2017 and held it in 29 quarters. The position peaked at $6.95K in Q1 2023. 152 funds tracked by Wall St. Rank hold IYZ as of Q2 2025.

Westside Investment Management reported no remaining iShares US Telecommunications ETF position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 75 iShares US Telecommunications ETF shares in Q2 2025, an estimated $2.05K.
Westside Investment Management first reported a position in iShares US Telecommunications ETF in Q1 2017 and held it in 29 quarters.
Westside Investment Management's iShares US Telecommunications ETF position peaked at $6.95K in Q1 2023.
152 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.