Atria Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Atria Investments’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	$858K	Buy	20,282 +6,145	+43%	+$261K	0.01%	1197
2026 Q1	$556K	Sell	14,137 -240	-2%	-$8.98K	0.01%	1394
2025 Q4	$487K	Sell	14,377 -1,525	-10%	-$50K	0.01%	1469
2025 Q3	$513K	Sell	15,902 -770	-5%	-$23.7K	0.01%	1401
2025 Q2	$496K	Sell	16,672 -5,269	-24%	-$145K	0.01%	1421
2025 Q1	$601K	Buy	21,941 +6,474	+42%	+$179K	0.01%	1249
2024 Q4	$415K	Buy	+15,467	New	+$413K	0.01%	1424
2019 Q2	–	Sell	-11,099	Closed	-$330K	–	1033
2019 Q1	$330K	Buy	11,099 +1,836	+20%	+$52.6K	0.01%	664
2018 Q4	$244K	Buy	+9,263	New	+$260K	0.01%	738
2017 Q1	–	Sell	-12,842	Closed	-$443K	–	697
2016 Q4	$443K	Buy	+12,842	New	+$413K	0.03%	369

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

Atria Investments's IYZ Position: Q2 2026 in Review

Atria Investments increased its iShares US Telecommunications ETF (IYZ) stake by 43% in Q2 2026, buying an estimated $261K and bringing the position to 20,282 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #1197.

Atria Investments first reported a position in IYZ in Q4 2016 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Atria Investments held 20,282 shares of iShares US Telecommunications ETF worth $858K as of Q2 2026.
Atria Investments bought 6,145 iShares US Telecommunications ETF shares in Q2 2026, an estimated $261K.
iShares US Telecommunications ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1197 holding.
Atria Investments first reported a position in iShares US Telecommunications ETF in Q4 2016 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.