Baird Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Baird Financial Group’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	+20,281	New	+$861K	﹤0.01%	1381
2024 Q2	–	Sell	-12,753	Closed	-$280K	–	1800
2024 Q1	$280K	Sell	12,753 -11,099	-47%	-$249K	﹤0.01%	1576
2023 Q4	$543K	Buy	+23,852	New	+$511K	﹤0.01%	1325
2017 Q3	–	Sell	-12,346	Closed	-$398K	–	1245
2017 Q2	$398K	Sell	12,346 -24,233	-66%	-$802K	﹤0.01%	1019
2017 Q1	$1.18M	Buy	36,579 +24,597	+205%	+$836K	0.01%	743
2016 Q4	$413K	Sell	11,982 -26,386	-69%	-$849K	﹤0.01%	971
2016 Q3	$1.24M	Buy	38,368 +689	+2%	+$22.7K	0.01%	697
2016 Q2	$1.3M	Buy	37,679 +2,384	+7%	+$74.6K	0.01%	663
2016 Q1	$1.08M	Buy	35,295 +13,072	+59%	+$370K	0.01%	693
2015 Q4	$640K	Buy	+22,223	New	+$647K	0.01%	837

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

Baird Financial Group's IYZ Position: Q2 2026 in Review

Baird Financial Group opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 20,281 shares worth $858K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in IYZ as recently as Q1 2024.

Baird Financial Group first reported a position in IYZ in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.3M in Q2 2016. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Baird Financial Group held 20,281 shares of iShares US Telecommunications ETF worth $858K as of Q2 2026.
iShares US Telecommunications ETF was a new Baird Financial Group position in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1381 holding.
Baird Financial Group first reported a position in iShares US Telecommunications ETF in Q4 2015 and has held it in 10 quarters since.
Baird Financial Group's iShares US Telecommunications ETF position peaked at $1.3M in Q2 2016.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.