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

Belpointe 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	$276K	Buy	+6,512	New	+$277K	0.01%	930
2023 Q1	–	Sell	-833	Closed	-$18.7K	–	3795
2022 Q4	$18.7K	Buy	+833	New	+$18.6K	﹤0.01%	2235
2021 Q2	–	Sell	-9,334	Closed	-$302K	–	1161
2021 Q1	$302K	Buy	+9,334	New	+$295K	0.03%	599
2018 Q4	–	Sell	-4,124	Closed	-$123K	–	567
2018 Q3	$123K	Buy	+4,124	New	+$119K	0.02%	587

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

Belpointe Asset Management's IYZ Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 6,512 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IYZ as recently as Q4 2022.

Belpointe Asset Management first reported a position in IYZ in Q3 2018 and has held it in 4 quarters since. The position peaked at $302K in Q1 2021. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Belpointe Asset Management held 6,512 shares of iShares US Telecommunications ETF worth $276K as of Q2 2026.
iShares US Telecommunications ETF was a new Belpointe Asset Management position in Q2 2026.
iShares US Telecommunications ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #930 holding.
Belpointe Asset Management first reported a position in iShares US Telecommunications ETF in Q3 2018 and has held it in 4 quarters since.
Belpointe Asset Management's iShares US Telecommunications ETF position peaked at $302K in Q1 2021.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.