Buck Wealth Strategies’s iShares US Telecommunications ETF IYZ Stock Holding History

Buck Wealth Strategies’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	$834K	Sell	19,719 -5,001	-20%	-$212K	0.09%	99
2026 Q1	$972K	Sell	24,720 -2,599	-10%	-$97.2K	0.12%	77
2025 Q4	$926K	Sell	27,319 -7,916	-22%	-$260K	0.12%	78
2025 Q3	$1.14M	Sell	35,235 -999	-3%	-$30.7K	0.16%	68
2025 Q2	$1.08M	Buy	36,234 +12,975	+56%	+$357K	0.16%	63
2025 Q1	$637K	Buy	+23,259	New	+$642K	0.12%	80

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

Buck Wealth Strategies's IYZ Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares US Telecommunications ETF (IYZ) stake by 20% in Q2 2026, selling an estimated $212K and leaving 19,719 shares worth $834K. The position accounts for 0.09% of the portfolio, ranked #99.

Buck Wealth Strategies first reported a position in IYZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q3 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Buck Wealth Strategies held 19,719 shares of iShares US Telecommunications ETF worth $834K as of Q2 2026.
Buck Wealth Strategies sold 5,001 iShares US Telecommunications ETF shares in Q2 2026, an estimated $212K.
iShares US Telecommunications ETF made up 0.09% of Buck Wealth Strategies's portfolio in Q2 2026, its #99 holding.
Buck Wealth Strategies first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 6 quarters since.
Buck Wealth Strategies's iShares US Telecommunications ETF position peaked at $1.14M in Q3 2025.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.