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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares US Telecommunications ETF IYZ Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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 		$3.16M Buy
+74,602
New +$3.17M 1.85% 11

Other funds holding IYZ

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MML Investors Services
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MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Citigroup
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IYZ Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 74,602 shares worth $3.16M. The stake represents 1.85% of the portfolio and ranks #11 among its holdings.

123 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 74,602 shares of iShares US Telecommunications ETF worth $3.16M as of Q2 2026.
  • iShares US Telecommunications ETF was a new FIG FINANCIAL ADVISORY SERVICES INC /ADV position in Q2 2026.
  • iShares US Telecommunications ETF made up 1.85% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #11 holding.
  • 123 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.