D.J. St. Germain’s iShares US Telecommunications ETF IYZ Stock Holding History

D.J. St. Germain’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	$1.78M	Sell	42,025 -1,595	-4%	-$67.7K	0.06%	149
2026 Q1	$1.72M	Sell	43,620 -306	-0.7%	-$11.4K	0.07%	143
2025 Q4	$1.49M	Buy	43,926 +30,430	+225%	+$998K	0.06%	149
2025 Q3	$435K	Hold	13,496	–	–	0.02%	226
2025 Q2	$402K	Sell	13,496 -688	-5%	-$18.9K	0.02%	229
2025 Q1	$389K	Hold	14,184	–	–	0.02%	215
2024 Q4	$381K	Buy	+14,184	New	+$379K	0.02%	236
2017 Q1	–	Sell	-8,525	Closed	-$294K	–	142
2016 Q4	$294K	Buy	8,525 +195	+2%	+$6.28K	0.04%	123
2016 Q3	$268K	Buy	8,330 +325	+4%	+$10.7K	0.04%	119
2016 Q2	$267K	Buy	8,005 +200	+3%	+$6.26K	0.04%	128
2016 Q1	$240K	Buy	+7,805	New	+$221K	0.03%	131

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

D.J. St. Germain's IYZ Position: Q2 2026 in Review

D.J. St. Germain reduced its iShares US Telecommunications ETF (IYZ) stake by 3.7% in Q2 2026, selling an estimated $67.7K and leaving 42,025 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #149.

D.J. St. Germain first reported a position in IYZ in Q1 2016 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

D.J. St. Germain held 42,025 shares of iShares US Telecommunications ETF worth $1.78M as of Q2 2026.
D.J. St. Germain sold 1,595 iShares US Telecommunications ETF shares in Q2 2026, an estimated $67.7K.
iShares US Telecommunications ETF made up 0.06% of D.J. St. Germain's portfolio in Q2 2026, its #149 holding.
D.J. St. Germain first reported a position in iShares US Telecommunications ETF in Q1 2016 and has held it in 11 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.