AAMA
IYZ icon

Advanced Asset Management Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Advanced Asset Management Advisors’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 		$283K Buy
6,687
+3
+0% +$127 0.07% 51
2026
Q1 		$263K Buy
6,684
+79
+1% +$2.96K 0.07% 53
2025
Q4 		$224K Buy
6,605
+285
+5% +$9.34K 0.06% 59
2025
Q3 		$204K Sell
6,320
-687
-10% -$21.1K 0.05% 63
2025
Q2 		$209K Sell
7,007
-784
-10% -$21.6K 0.06% 64
2025
Q1 		$213K Sell
7,791
-818
-10% -$22.6K 0.06% 63
2024
Q4 		$231K Buy
8,609
+5
+0.1% +$133 0.06% 67
2024
Q3 		$187K Hold
8,604
– – 0.05% 71
2024
Q2 		$187K Sell
8,604
-112
-1% -$2.37K 0.05% 72
2024
Q1 		$192K Buy
8,716
+643
+8% +$14.4K 0.05% 75
2023
Q4 		$184K Buy
8,073
+345
+4% +$7.4K 0.04% 76
2023
Q3 		$165K Sell
7,728
-293
-4% -$6.48K 0.04% 75
2023
Q2 		$177K Sell
8,021
-823
-9% -$18K 0.04% 72
2023
Q1 		$205K Buy
8,844
+29
+0.3% +$676 0.05% 72
2022
Q4 		$198K Buy
8,815
+1,117
+15% +$24.9K 0.05% 71
2022
Q3 		$161K Buy
7,698
+292
+4% +$7.28K 0.04% 70
2022
Q2 		$186K Sell
7,406
-747
-9% -$20.2K 0.05% 70
2022
Q1 		$244K Buy
8,153
+80
+1% +$2.44K 0.05% 67
2021
Q4 		$266K Buy
8,073
+902
+13% +$29K 0.06% 67
2021
Q3 		$233K Buy
7,171
+370
+5% +$12.5K 0.05% 74
2021
Q2 		$226K Sell
6,801
-68
-1% -$2.25K 0.05% 76
2021
Q1 		$222K Buy
6,869
+178
+3% +$5.62K 0.05% 79
2020
Q4 		$202K Buy
6,691
+203
+3% +$5.87K 0.05% 80
2020
Q3 		$176K Sell
6,488
-280
-4% -$7.93K 0.05% 79
2020
Q2 		$187K Buy
+6,768
New +$184K 0.05% 77

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
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
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

Advanced Asset Management Advisors's IYZ Position: Q2 2026 in Review

Advanced Asset Management Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 0.04% in Q2 2026, buying an estimated $127 and bringing the position to 6,687 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #51.

Advanced Asset Management Advisors first reported a position in IYZ in Q2 2020 and has held it in 25 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Advanced Asset Management Advisors held 6,687 shares of iShares US Telecommunications ETF worth $283K as of Q2 2026.
  • Advanced Asset Management Advisors bought 3 iShares US Telecommunications ETF shares in Q2 2026, an estimated $127.
  • iShares US Telecommunications ETF made up 0.07% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #51 holding.
  • Advanced Asset Management Advisors first reported a position in iShares US Telecommunications ETF in Q2 2020 and has held it in 25 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.