COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Telecommunications ETF IYZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.21M	Buy	+28,651	New	+$1.22M	0.15%	159

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Advisortrust Partners Raleigh, North Carolina $292M AUM

COMPASS FINANCIAL MANAGEMENT LLC's IYZ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 28,651 shares worth $1.21M. The stake represents 0.15% of the portfolio and ranks #159 among its holdings.

155 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 28,651 shares of iShares US Telecommunications ETF worth $1.21M as of Q2 2026.
iShares US Telecommunications ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Telecommunications ETF made up 0.15% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #159 holding.
155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.