Baker Avenue Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Baker Avenue Asset 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	$5.39M	Buy	127,391 +323	+0.3%	+$13.7K	0.1%	146
2026 Q1	$5M	Sell	127,068 -9,669	-7%	-$362K	0.11%	137
2025 Q4	$4.64M	Buy	136,737 +1,486	+1%	+$48.7K	0.11%	133
2025 Q3	$4.36M	Buy	135,251 +3,237	+2%	+$99.6K	0.1%	140
2025 Q2	$3.93M	Buy	132,014 +9,804	+8%	+$269K	0.11%	135
2025 Q1	$3.35M	Buy	+122,210	New	+$3.37M	0.1%	148

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

Baker Avenue Asset Management's IYZ Position: Q2 2026 in Review

Baker Avenue Asset Management increased its iShares US Telecommunications ETF (IYZ) stake by 0.25% in Q2 2026, buying an estimated $13.7K and bringing the position to 127,391 shares worth $5.39M. The position accounts for 0.1% of the portfolio, ranked #146.

Baker Avenue Asset Management first reported a position in IYZ in Q1 2025 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Baker Avenue Asset Management held 127,391 shares of iShares US Telecommunications ETF worth $5.39M as of Q2 2026.
Baker Avenue Asset Management bought 323 iShares US Telecommunications ETF shares in Q2 2026, an estimated $13.7K.
iShares US Telecommunications ETF made up 0.1% of Baker Avenue Asset Management's portfolio in Q2 2026, its #146 holding.
Baker Avenue Asset Management first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 6 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.