AWM
IYZ icon

Avior Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Avior Wealth Management’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 		$2.04M Buy
48,192
+29,726
+161% +$1.26M 0.05% 243
2026
Q1 		$726K Buy
+18,466
New +$691K 0.02% 434
2025
Q1 		– Sell
-33
Closed -$885 – 1554
2024
Q4 		$885 Buy
+33
New +$881 ﹤0.01% 2211
2024
Q2 		– Sell
-5,944
Closed -$131K – 2996
2024
Q1 		$131K Buy
+5,944
New +$133K 0.01% 853

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

Avior Wealth Management's IYZ Position: Q2 2026 in Review

Avior Wealth Management increased its iShares US Telecommunications ETF (IYZ) stake by 161% in Q2 2026, buying an estimated $1.26M and bringing the position to 48,192 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #243.

Avior Wealth Management first reported a position in IYZ in Q1 2024 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Avior Wealth Management held 48,192 shares of iShares US Telecommunications ETF worth $2.04M as of Q2 2026.
  • Avior Wealth Management bought 29,726 iShares US Telecommunications ETF shares in Q2 2026, an estimated $1.26M.
  • iShares US Telecommunications ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Avior Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2024 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 Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.