Action Point Financial Planning’s iShares US Telecommunications ETF IYZ Stock Holding History

Action Point Financial Planning’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	$12.7K	Buy	+300	New	+$12.7K	﹤0.01%	1346

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

Action Point Financial Planning's IYZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 300 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings.

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

Action Point Financial Planning held 300 shares of iShares US Telecommunications ETF worth $12.7K as of Q2 2026.
iShares US Telecommunications ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1346 holding.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.