Alpine Global Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Alpine Global 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	$252K	Buy	+5,955	New	+$253K	0.04%	164
2020 Q1	–	Sell	-20,630	Closed	-$616K	–	343
2019 Q4	$616K	Buy	+20,630	New	+$608K	0.13%	122
2016 Q3	–	Sell	-12,534	Closed	-$417K	–	133
2016 Q2	$417K	Buy	+12,534	New	+$392K	0.19%	56
2015 Q3	–	Sell	-125,125	Closed	-$3.66M	–	455
2015 Q2	$3.66M	Buy	+125,125	New	+$3.81M	0.62%	33
2014 Q3	–	Sell	-8,814	Closed	-$267K	–	169
2014 Q2	$267K	Buy	+8,814	New	+$261K	0.08%	117

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

Alpine Global Management's IYZ Position: Q2 2026 in Review

Alpine Global Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 5,955 shares worth $252K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings. This is a return to the name: Alpine Global Management previously reported a position in IYZ as recently as Q4 2019.

Alpine Global Management first reported a position in IYZ in Q2 2014 and has held it in 5 quarters since. The position peaked at $3.66M in Q2 2015. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Alpine Global Management held 5,955 shares of iShares US Telecommunications ETF worth $252K as of Q2 2026.
iShares US Telecommunications ETF was a new Alpine Global Management position in Q2 2026.
iShares US Telecommunications ETF made up 0.04% of Alpine Global Management's portfolio in Q2 2026, its #164 holding.
Alpine Global Management first reported a position in iShares US Telecommunications ETF in Q2 2014 and has held it in 5 quarters since.
Alpine Global Management's iShares US Telecommunications ETF position peaked at $3.66M in Q2 2015.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Alpine Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.