AE Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

AE Wealth Management’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	$21.2K	Sell	500 -10,203	-95%	-$433K	﹤0.01%	2245
2026 Q1	$421K	Sell	10,703 -182,429	-94%	-$6.82M	﹤0.01%	1197
2025 Q4	$6.55M	Sell	193,132 -5,100	-3%	-$167K	0.04%	351
2025 Q3	$6.39M	Buy	198,232 +29,614	+18%	+$911K	0.04%	341
2025 Q2	$5.02M	Buy	168,618 +38,998	+30%	+$1.07M	0.04%	347
2025 Q1	$3.55M	Sell	129,620 -154,315	-54%	-$4.26M	0.03%	412
2024 Q4	$7.62M	Buy	+283,935	New	+$7.58M	0.06%	269
2022 Q2	–	Sell	-26,511	Closed	-$792K	–	1781
2022 Q1	$792K	Buy	+26,511	New	+$809K	0.01%	1007

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

AE Wealth Management's IYZ Position: Q2 2026 in Review

AE Wealth Management reduced its iShares US Telecommunications ETF (IYZ) stake by 95% in Q2 2026, selling an estimated $433K and leaving 500 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

AE Wealth Management first reported a position in IYZ in Q1 2022 and has held it in 8 quarters since. The position peaked at $7.62M in Q4 2024. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

AE Wealth Management held 500 shares of iShares US Telecommunications ETF worth $21.2K as of Q2 2026.
AE Wealth Management sold 10,203 iShares US Telecommunications ETF shares in Q2 2026, an estimated $433K.
iShares US Telecommunications ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2245 holding.
AE Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2022 and has held it in 8 quarters since.
AE Wealth Management's iShares US Telecommunications ETF position peaked at $7.62M in Q4 2024.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.