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Concord Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Concord Wealth Partners’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 		$266K Buy
+6,294
New +$267K 0.03% 195
2026
Q1 		– Sell
-1,015
Closed -$34.4K – 512
2025
Q4 		$34.4K Buy
+1,015
New +$33.3K ﹤0.01% 375

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
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
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 Wealth Partners's IYZ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 6,294 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IYZ as recently as Q4 2025.

Concord Wealth Partners first reported a position in IYZ in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Concord Wealth Partners held 6,294 shares of iShares US Telecommunications ETF worth $266K as of Q2 2026.
  • iShares US Telecommunications ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares US Telecommunications ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Concord Wealth Partners first reported a position in iShares US Telecommunications ETF in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.