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

Apollon 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 		$222K Sell
5,248
-5,550
-51% -$236K ﹤0.01% 1437
2026
Q1 		$425K Sell
10,798
-5,428
-33% -$203K 0.01% 939
2025
Q4 		$550K Buy
+16,226
New +$532K 0.01% 800
2025
Q1 		– Sell
-482,543
Closed -$12.9M – 1247
2024
Q4 		$12.9M Buy
+482,543
New +$12.9M 0.3% 66
2020
Q3 		– Sell
-21
Closed -$1K – 433
2020
Q2 		$1K Buy
+21
New +$571 ﹤0.01% 693

Other funds holding IYZ

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Apollon Wealth Management reduced its iShares US Telecommunications ETF (IYZ) stake by 51% in Q2 2026, selling an estimated $236K and leaving 5,248 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Apollon Wealth Management first reported a position in IYZ in Q2 2020 and has held it in 5 quarters since. The position peaked at $12.9M in Q4 2024. 79 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Apollon Wealth Management held 5,248 shares of iShares US Telecommunications ETF worth $222K as of Q2 2026.
  • Apollon Wealth Management sold 5,550 iShares US Telecommunications ETF shares in Q2 2026, an estimated $236K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1437 holding.
  • Apollon Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2020 and has held it in 5 quarters since.
  • Apollon Wealth Management's iShares US Telecommunications ETF position peaked at $12.9M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.