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Ausdal Financial Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Ausdal Financial 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
Q1 		$749K Sell
19,038
-670
-3% -$25.1K 0.03% 466
2025
Q4 		$668K Sell
19,708
-6,704
-25% -$220K 0.03% 455
2025
Q3 		$852K Buy
+26,412
New +$812K 0.04% 398
2016
Q1 		– Sell
-43
Closed -$1K – 639
2015
Q4 		$1K Buy
+43
New +$1.25K ﹤0.01% 1264

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Ausdal Financial Partners's IYZ Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares US Telecommunications ETF (IYZ) stake by 3.4% in Q1 2026, selling an estimated $25.1K and leaving 19,038 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #466.

Ausdal Financial Partners first reported a position in IYZ in Q4 2015 and has held it in 4 quarters since. The position peaked at $852K in Q3 2025. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Ausdal Financial Partners held 19,038 shares of iShares US Telecommunications ETF worth $749K as of Q1 2026.
  • Ausdal Financial Partners sold 670 iShares US Telecommunications ETF shares in Q1 2026, an estimated $25.1K.
  • iShares US Telecommunications ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #466 holding.
  • Ausdal Financial Partners first reported a position in iShares US Telecommunications ETF in Q4 2015 and has held it in 4 quarters since.
  • Ausdal Financial Partners's iShares US Telecommunications ETF position peaked at $852K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.