Arkadios Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Arkadios Wealth Advisors’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	$364K	Buy	8,604 +1,304	+18%	+$55.4K	0.01%	1299
2026 Q1	$287K	Buy	+7,300	New	+$273K	﹤0.01%	1377
2021 Q4	–	Sell	-200	Closed	-$6K	–	1194
2021 Q3	$6K	Buy	200 +85	+74%	+$2.87K	﹤0.01%	1561
2021 Q2	$3K	Buy	+115	New	+$3.81K	﹤0.01%	1817

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

Arkadios Wealth Advisors's IYZ Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 18% in Q2 2026, buying an estimated $55.4K and bringing the position to 8,604 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1299.

Arkadios Wealth Advisors first reported a position in IYZ in Q2 2021 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Arkadios Wealth Advisors held 8,604 shares of iShares US Telecommunications ETF worth $364K as of Q2 2026.
Arkadios Wealth Advisors bought 1,304 iShares US Telecommunications ETF shares in Q2 2026, an estimated $55.4K.
iShares US Telecommunications ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1299 holding.
Arkadios Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q2 2021 and has held it in 4 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.