Zurich Insurance Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Zurich Insurance 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
2026 Q2	$15.5M	Sell	366,090 -39,200	-10%	-$1.66M	0.11%	171
2026 Q1	$15.9M	Sell	405,290 -68,800	-15%	-$2.57M	0.13%	184
2025 Q4	$16.1M	Hold	474,090	–	–	0.11%	160
2025 Q3	$15.4M	Buy	474,090 +123,800	+35%	+$3.81M	0.11%	127
2025 Q2	$10.4M	Buy	+350,290	New	+$9.63M	0.08%	133

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Zurich Insurance Group's IYZ Position: Q2 2026 in Review

Zurich Insurance Group reduced its iShares US Telecommunications ETF (IYZ) stake by 9.7% in Q2 2026, selling an estimated $1.66M and leaving 366,090 shares worth $15.5M. The position accounts for 0.11% of the portfolio, ranked #171.

Zurich Insurance Group first reported a position in IYZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.1M in Q4 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Zurich Insurance Group held 366,090 shares of iShares US Telecommunications ETF worth $15.5M as of Q2 2026.
Zurich Insurance Group sold 39,200 iShares US Telecommunications ETF shares in Q2 2026, an estimated $1.66M.
iShares US Telecommunications ETF made up 0.11% of Zurich Insurance Group's portfolio in Q2 2026, its #171 holding.
Zurich Insurance Group first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 5 quarters since.
Zurich Insurance Group's iShares US Telecommunications ETF position peaked at $16.1M in Q4 2025.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.