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Astoria Portfolio Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Astoria Portfolio 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 		$829K Buy
19,590
+4,448
+29% +$189K 0.14% 106
2026
Q1 		$627K Sell
15,142
-6,403
-30% -$240K 0.13% 109
2025
Q4 		$841K Buy
21,545
+2,211
+11% +$72.5K 0.19% 86
2025
Q3 		$640K Buy
+19,334
New +$595K 0.17% 108

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

Astoria Portfolio Advisors's IYZ Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 29% in Q2 2026, buying an estimated $189K and bringing the position to 19,590 shares worth $829K. The position accounts for 0.14% of the portfolio, ranked #106.

Astoria Portfolio Advisors first reported a position in IYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $841K in Q4 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Astoria Portfolio Advisors held 19,590 shares of iShares US Telecommunications ETF worth $829K as of Q2 2026.
  • Astoria Portfolio Advisors bought 4,448 iShares US Telecommunications ETF shares in Q2 2026, an estimated $189K.
  • iShares US Telecommunications ETF made up 0.14% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #106 holding.
  • Astoria Portfolio Advisors first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 4 quarters since.
  • Astoria Portfolio Advisors's iShares US Telecommunications ETF position peaked at $841K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.