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Advisortrust Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Advisortrust Partners’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 		$8.52M Sell
201,487
-111,890
-36% -$4.75M 2.92% 8
2026
Q1 		$12.3M Buy
+313,377
New +$11.7M 5.12% 3

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

Advisortrust Partners's IYZ Position: Q2 2026 in Review

Advisortrust Partners reduced its iShares US Telecommunications ETF (IYZ) stake by 36% in Q2 2026, selling an estimated $4.75M and leaving 201,487 shares worth $8.52M. The position accounts for 2.92% of the portfolio, ranked #8.

Advisortrust Partners first reported a position in IYZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.3M in Q1 2026. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Advisortrust Partners held 201,487 shares of iShares US Telecommunications ETF worth $8.52M as of Q2 2026.
  • Advisortrust Partners sold 111,890 iShares US Telecommunications ETF shares in Q2 2026, an estimated $4.75M.
  • iShares US Telecommunications ETF made up 2.92% of Advisortrust Partners's portfolio in Q2 2026, its #8 holding.
  • Advisortrust Partners first reported a position in iShares US Telecommunications ETF in Q1 2026 and has held it in 2 quarters since.
  • Advisortrust Partners's iShares US Telecommunications ETF position peaked at $12.3M in Q1 2026.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.