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IYZ icon

Empowered Funds’s iShares US Telecommunications ETF IYZ Stock Holding History

Empowered Funds’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
Q1 		$2.93M Buy
+74,507
New +$2.79M 0.02% 891
2023
Q2 		– Sell
-136,113
Closed -$3.15M – 1150
2023
Q1 		$3.15M Buy
+136,113
New +$3.17M 0.19% 150

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Empowered Funds's IYZ Position: Q1 2026 in Review

Empowered Funds opened a new position in iShares US Telecommunications ETF (IYZ) in Q1 2026: 74,507 shares worth $2.93M. The stake represents 0.02% of the portfolio and ranks #891 among its holdings. This is a return to the name: Empowered Funds previously reported a position in IYZ as recently as Q1 2023.

Empowered Funds first reported a position in IYZ in Q1 2023 and has held it in 2 quarters since. The position peaked at $3.15M in Q1 2023. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Empowered Funds held 74,507 shares of iShares US Telecommunications ETF worth $2.93M as of Q1 2026.
  • iShares US Telecommunications ETF was a new Empowered Funds position in Q1 2026.
  • iShares US Telecommunications ETF made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #891 holding.
  • Empowered Funds first reported a position in iShares US Telecommunications ETF in Q1 2023 and has held it in 2 quarters since.
  • Empowered Funds's iShares US Telecommunications ETF position peaked at $3.15M in Q1 2023.
  • 173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.