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Brinker Capital Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Brinker Capital Investments’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 		$10.5M Sell
248,321
-14,942
-6% -$634K 0.08% 206
2026
Q1 		$10.4M Sell
263,263
-50,232
-16% -$1.88M 0.09% 197
2025
Q4 		$10.6M Sell
313,495
-17,029
-5% -$558K 0.08% 235
2025
Q3 		$10.7M Sell
330,524
-4,187
-1% -$129K 0.08% 216
2025
Q2 		$9.97M Sell
334,711
-8,192
-2% -$225K 0.09% 224
2025
Q1 		$9.39M Sell
342,903
-33,564
-9% -$927K 0.09% 215
2024
Q4 		$10.1M Sell
376,467
-12,711
-3% -$339K 0.1% 196
2024
Q3 		$9.83M Sell
389,178
-6,136
-2% -$141K 0.1% 206
2024
Q2 		$8.59M Sell
395,314
-13,544
-3% -$287K 0.09% 218
2024
Q1 		$8.99M Buy
408,858
+72,536
+22% +$1.63M 0.1% 212
2023
Q4 		$7.71M Sell
336,322
-24,614
-7% -$528K 0.09% 219
2023
Q3 		$7.69M Sell
360,936
-6,272
-2% -$139K 0.09% 211
2023
Q2 		$8.12M Buy
367,208
+8,298
+2% +$181K 0.09% 229
2023
Q1 		$8.31M Buy
+358,910
New +$8.37M 0.1% 183
2017
Q1 		– Sell
-43
Closed -$1K – 486
2016
Q4 		$1K Buy
+43
New +$1.38K ﹤0.01% 463
2015
Q3 		– Sell
-235
Closed -$7K – 489
2015
Q2 		$7K Hold
235
– – ﹤0.01% 376
2015
Q1 		$7K Hold
235
– – ﹤0.01% 385
2014
Q4 		$7K Buy
+235
New +$6.95K ﹤0.01% 379
2014
Q3 		– Sell
-18,000
Closed -$546K – 400
2014
Q2 		$546K Sell
18,000
-11,000
-38% -$326K 0.02% 213
2014
Q1 		$869K Sell
29,000
-27,000
-48% -$788K 0.03% 185
2013
Q4 		$1.67M Sell
56,000
-34,000
-38% -$974K 0.06% 156
2013
Q3 		$2.48M Sell
90,000
-18,000
-17% -$495K 0.1% 139
2013
Q2 		$2.79M Buy
+108,000
New +$2.82M 0.12% 134

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

Brinker Capital Investments's IYZ Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares US Telecommunications ETF (IYZ) stake by 5.7% in Q2 2026, selling an estimated $634K and leaving 248,321 shares worth $10.5M. The position accounts for 0.08% of the portfolio, ranked #206.

Brinker Capital Investments first reported a position in IYZ in Q2 2013 and has held it in 23 quarters since. The position peaked at $10.7M in Q3 2025. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Brinker Capital Investments held 248,321 shares of iShares US Telecommunications ETF worth $10.5M as of Q2 2026.
  • Brinker Capital Investments sold 14,942 iShares US Telecommunications ETF shares in Q2 2026, an estimated $634K.
  • iShares US Telecommunications ETF made up 0.08% of Brinker Capital Investments's portfolio in Q2 2026, its #206 holding.
  • Brinker Capital Investments first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 23 quarters since.
  • Brinker Capital Investments's iShares US Telecommunications ETF position peaked at $10.7M in Q3 2025.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.