Concord Asset Management (Virginia)’s iShares US Telecommunications ETF IYZ Stock Holding History

Concord Asset Management (Virginia)’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	$263K	Buy	+6,211	New	+$264K	0.04%	119

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

Concord Asset Management (Virginia)'s IYZ Position: Q2 2026 in Review

Concord Asset Management (Virginia) opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 6,211 shares worth $263K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings.

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

Concord Asset Management (Virginia) held 6,211 shares of iShares US Telecommunications ETF worth $263K as of Q2 2026.
iShares US Telecommunications ETF was a new Concord Asset Management (Virginia) position in Q2 2026.
iShares US Telecommunications ETF made up 0.04% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #119 holding.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.