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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
Q2 		$2.76M Sell
65,346
-9,161
-12% -$389K 0.01% 1014
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

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

Empowered Funds's IYZ Position: Q2 2026 in Review

Empowered Funds reduced its iShares US Telecommunications ETF (IYZ) stake by 12% in Q2 2026, selling an estimated $389K and leaving 65,346 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #1014.

Empowered Funds first reported a position in IYZ in Q1 2023 and has held it in 3 quarters since. The position peaked at $3.15M in Q1 2023. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Empowered Funds held 65,346 shares of iShares US Telecommunications ETF worth $2.76M as of Q2 2026.
  • Empowered Funds sold 9,161 iShares US Telecommunications ETF shares in Q2 2026, an estimated $389K.
  • iShares US Telecommunications ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1014 holding.
  • Empowered Funds first reported a position in iShares US Telecommunications ETF in Q1 2023 and has held it in 3 quarters since.
  • Empowered Funds's iShares US Telecommunications ETF position peaked at $3.15M in Q1 2023.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.