AlphaCore Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

AlphaCore Capital’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	$71.8K	Sell	1,698 -1,355	-44%	-$57.5K	﹤0.01%	1244
2026 Q1	$120K	Sell	3,053 -3,404	-53%	-$127K	﹤0.01%	905
2025 Q4	$219K	Buy	6,457 +500	+8%	+$16.4K	﹤0.01%	947
2025 Q3	$192K	Hold	5,957	–	–	0.01%	716
2025 Q2	$177K	Buy	5,957 +5,917	+14,793%	+$163K	0.01%	608
2025 Q1	$1.1K	Buy	+40	New	+$1.1K	﹤0.01%	754

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

AlphaCore Capital's IYZ Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares US Telecommunications ETF (IYZ) stake by 44% in Q2 2026, selling an estimated $57.5K and leaving 1,698 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

AlphaCore Capital first reported a position in IYZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $219K in Q4 2025. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

AlphaCore Capital held 1,698 shares of iShares US Telecommunications ETF worth $71.8K as of Q2 2026.
AlphaCore Capital sold 1,355 iShares US Telecommunications ETF shares in Q2 2026, an estimated $57.5K.
iShares US Telecommunications ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1244 holding.
AlphaCore Capital first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's iShares US Telecommunications ETF position peaked at $219K in Q4 2025.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.