Allworth Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Allworth Financial’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	–	Sell	-1,500	Closed	-$59K	–	5291
2026 Q1	$59K	Buy	1,500 +2	+0.1%	+$75	﹤0.01%	2199
2025 Q4	$50.8K	Buy	1,498 +1,467	+4,732%	+$48.1K	﹤0.01%	2181
2025 Q3	$1K	Hold	31	–	–	﹤0.01%	4249
2025 Q2	$928	Hold	31	–	–	﹤0.01%	3979
2025 Q1	$812	Hold	31	–	–	﹤0.01%	3537
2024 Q4	$870	Buy	+31	New	+$828	﹤0.01%	3442
2019 Q2	–	Sell	-91	Closed	-$3K	–	991
2019 Q1	$3K	Buy	+91	New	+$2.6K	﹤0.01%	766
2016 Q4	–	Sell	-466	Closed	-$15K	–	703
2016 Q3	$15K	Buy	466 +151	+48%	+$4.98K	﹤0.01%	363
2016 Q2	$10K	Buy	+315	New	+$9.86K	﹤0.01%	385

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

Allworth Financial's IYZ Position: Q2 2026 in Review

Allworth Financial sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 1,500 shares — an estimated $59K sold.

Allworth Financial first reported a position in IYZ in Q2 2016 and held it in 9 quarters. The position peaked at $59K in Q1 2026. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Allworth Financial reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 1,500 iShares US Telecommunications ETF shares in Q2 2026, an estimated $59K.
Allworth Financial first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 9 quarters.
Allworth Financial's iShares US Telecommunications ETF position peaked at $59K in Q1 2026.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.