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APS Management Group’s iShares US Telecommunications ETF IYZ Stock Holding History

APS Management Group’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 		$779K Sell
18,408
-2,322
-11% -$98.6K 0.6% 36
2026
Q1 		$815K Sell
20,730
-1,183
-5% -$44.3K 0.7% 35
2025
Q4 		$743K Sell
21,913
-242
-1% -$7.93K 0.64% 37
2025
Q3 		$715K Buy
+22,155
New +$682K 0.63% 39

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
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
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

APS Management Group's IYZ Position: Q2 2026 in Review

APS Management Group reduced its iShares US Telecommunications ETF (IYZ) stake by 11% in Q2 2026, selling an estimated $98.6K and leaving 18,408 shares worth $779K. The position accounts for 0.6% of the portfolio, ranked #36.

APS Management Group first reported a position in IYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $815K in Q1 2026. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • APS Management Group held 18,408 shares of iShares US Telecommunications ETF worth $779K as of Q2 2026.
  • APS Management Group sold 2,322 iShares US Telecommunications ETF shares in Q2 2026, an estimated $98.6K.
  • iShares US Telecommunications ETF made up 0.6% of APS Management Group's portfolio in Q2 2026, its #36 holding.
  • APS Management Group first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 4 quarters since.
  • APS Management Group's iShares US Telecommunications ETF position peaked at $815K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on APS Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.