Balboa Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Balboa Wealth 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 Q2	$1.06M	Buy	+25,166	New	+$1.07M	0.15%	119
2026 Q1	–	Sell	-88,963	Closed	-$3.02M	–	477
2025 Q4	$3.02M	Sell	88,963 -624	-0.7%	-$20.5K	0.5%	34
2025 Q3	$2.89M	Buy	89,587 +888	+1%	+$27.3K	0.5%	36
2025 Q2	$2.64M	Buy	+88,699	New	+$2.44M	0.53%	37
2025 Q1	–	Sell	-92,288	Closed	-$2.48M	–	356
2024 Q4	$2.48M	Buy	+92,288	New	+$2.46M	0.57%	32

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

Balboa Wealth Partners's IYZ Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 25,166 shares worth $1.06M. The stake represents 0.15% of the portfolio and ranks #119 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in IYZ as recently as Q4 2025.

Balboa Wealth Partners first reported a position in IYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.02M in Q4 2025. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Balboa Wealth Partners held 25,166 shares of iShares US Telecommunications ETF worth $1.06M as of Q2 2026.
iShares US Telecommunications ETF was a new Balboa Wealth Partners position in Q2 2026.
iShares US Telecommunications ETF made up 0.15% of Balboa Wealth Partners's portfolio in Q2 2026, its #119 holding.
Balboa Wealth Partners first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 5 quarters since.
Balboa Wealth Partners's iShares US Telecommunications ETF position peaked at $3.02M in Q4 2025.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.