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Yeomans Consulting Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Yeomans Consulting Group’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 		$1.34M Buy
39,670
+3,519
+10% +$115K 0.39% 37
2025
Q3 		$1.18M Buy
36,151
+920
+3% +$28.3K 0.41% 37
2025
Q2 		$1.05M Buy
+35,231
New +$968K 0.43% 35
2025
Q1 		– Sell
-30,463
Closed -$817K – 86
2024
Q4 		$817K Buy
+30,463
New +$813K 0.31% 39

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

Yeomans Consulting Group's IYZ Position: Q4 2025 in Review

Yeomans Consulting Group increased its iShares US Telecommunications ETF (IYZ) stake by 9.7% in Q4 2025, buying an estimated $115K and bringing the position to 39,670 shares worth $1.34M. The position accounts for 0.39% of the portfolio, ranked #37.

Yeomans Consulting Group first reported a position in IYZ in Q4 2024 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

  • Yeomans Consulting Group held 39,670 shares of iShares US Telecommunications ETF worth $1.34M as of Q4 2025.
  • Yeomans Consulting Group bought 3,519 iShares US Telecommunications ETF shares in Q4 2025, an estimated $115K.
  • iShares US Telecommunications ETF made up 0.39% of Yeomans Consulting Group's portfolio in Q4 2025, its #37 holding.
  • Yeomans Consulting Group first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.