Centaurus Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Centaurus Financial’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	$2.35M	Buy	+55,525	New	+$2.36M	0.09%	228
2026 Q1	–	Sell	-9,880	Closed	-$335K	–	1100
2025 Q4	$335K	Buy	9,880 +1,148	+13%	+$37.6K	0.02%	647
2025 Q3	$282K	Buy	8,732 +2,405	+38%	+$74K	0.01%	685
2025 Q2	$188K	Buy	+6,327	New	+$174K	0.01%	740
2018 Q3	–	Sell	-285	Closed	-$8K	–	1310
2018 Q2	$8K	Buy	+285	New	+$7.82K	﹤0.01%	1634

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

Centaurus Financial's IYZ Position: Q2 2026 in Review

Centaurus Financial opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 55,525 shares worth $2.35M. The stake represents 0.09% of the portfolio and ranks #228 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in IYZ as recently as Q4 2025.

Centaurus Financial first reported a position in IYZ in Q2 2018 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Centaurus Financial held 55,525 shares of iShares US Telecommunications ETF worth $2.35M as of Q2 2026.
iShares US Telecommunications ETF was a new Centaurus Financial position in Q2 2026.
iShares US Telecommunications ETF made up 0.09% of Centaurus Financial's portfolio in Q2 2026, its #228 holding.
Centaurus Financial first reported a position in iShares US Telecommunications ETF in Q2 2018 and has held it in 5 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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