Arax Advisory Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Arax Advisory Partners’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	$169K	Buy	4,000 +3,796	+1,861%	+$161K	﹤0.01%	2362
2026 Q1	$8.02K	Sell	204 -152	-43%	-$5.69K	﹤0.01%	2567
2025 Q4	$12.1K	Buy	+356	New	+$11.7K	﹤0.01%	2371
2025 Q3	–	Sell	-1,491	Closed	-$44.4K	–	3992
2025 Q2	$44.4K	Hold	1,491	–	–	﹤0.01%	1292
2025 Q1	$40.8K	Hold	1,491	–	–	﹤0.01%	1029
2024 Q4	$40K	Hold	1,491	–	–	﹤0.01%	960
2024 Q3	$37.7K	Sell	1,491 -521	-26%	-$12K	﹤0.01%	821
2024 Q2	$43.7K	Sell	2,012 -503	-20%	-$10.7K	﹤0.01%	711
2024 Q1	$55.3K	Sell	2,515 -173	-6%	-$3.88K	0.01%	479
2023 Q4	$61.2K	Sell	2,688 -1,611	-37%	-$34.5K	0.01%	438
2023 Q3	$91.6K	Hold	4,299	–	–	0.01%	362
2023 Q2	$95K	Sell	4,299 -1,401	-25%	-$30.6K	0.01%	352
2023 Q1	$132K	Hold	5,700	–	–	0.02%	303
2022 Q4	$128K	Buy	5,700 +1	+0%	+$22	0.02%	295
2022 Q3	$119K	Buy	+5,699	New	+$142K	0.02%	287

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

Arax Advisory Partners's IYZ Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Telecommunications ETF (IYZ) stake by 1,861% in Q2 2026, buying an estimated $161K and bringing the position to 4,000 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Arax Advisory Partners first reported a position in IYZ in Q3 2022 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Arax Advisory Partners held 4,000 shares of iShares US Telecommunications ETF worth $169K as of Q2 2026.
Arax Advisory Partners bought 3,796 iShares US Telecommunications ETF shares in Q2 2026, an estimated $161K.
iShares US Telecommunications ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2362 holding.
Arax Advisory Partners first reported a position in iShares US Telecommunications ETF in Q3 2022 and has held it in 15 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.