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

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

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. 211 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.
211 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.