Camarda Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Camarda Financial Advisors’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	$14.5M	Buy	+342,521	New	+$14.5M	4.38%	3
2026 Q1	–	Sell	-418,208	Closed	-$14.2M	–	114
2025 Q4	$14.2M	Sell	418,208 -10,381	-2%	-$340K	5.4%	2
2025 Q3	$13.8M	Sell	428,589 -34,430	-7%	-$1.06M	5.1%	2
2025 Q2	$13.8M	Buy	+463,019	New	+$12.7M	5.42%	1
2025 Q1	–	Sell	-579,855	Closed	-$15.6M	–	112
2024 Q4	$15.6M	Buy	+579,855	New	+$15.5M	5.85%	2

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

Camarda Financial Advisors's IYZ Position: Q2 2026 in Review

Camarda Financial Advisors opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 342,521 shares worth $14.5M. The stake represents 4.38% of the portfolio and ranks #3 among its holdings. This is a return to the name: Camarda Financial Advisors previously reported a position in IYZ as recently as Q4 2025.

Camarda Financial Advisors first reported a position in IYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $15.6M in Q4 2024. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Camarda Financial Advisors held 342,521 shares of iShares US Telecommunications ETF worth $14.5M as of Q2 2026.
iShares US Telecommunications ETF was a new Camarda Financial Advisors position in Q2 2026.
iShares US Telecommunications ETF made up 4.38% of Camarda Financial Advisors's portfolio in Q2 2026, its #3 holding.
Camarda Financial Advisors first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 5 quarters since.
Camarda Financial Advisors's iShares US Telecommunications ETF position peaked at $15.6M in Q4 2024.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.