EH
IYZ icon

Equitable Holdings’s iShares US Telecommunications ETF IYZ Stock Holding History

Equitable Holdings’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 		$13.8M Buy
327,160
+37,360
+13% +$1.59M 0.08% 220
2026
Q1 		$11.4M Buy
289,800
+220,224
+317% +$8.24M 0.07% 262
2025
Q4 		$2.36M Buy
69,576
+2,010
+3% +$65.9K 0.02% 587
2025
Q3 		$2.18M Sell
67,566
-634
-0.9% -$19.5K 0.02% 583
2025
Q2 		$2.03M Buy
+68,200
New +$1.87M 0.02% 567

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

Equitable Holdings's IYZ Position: Q2 2026 in Review

Equitable Holdings increased its iShares US Telecommunications ETF (IYZ) stake by 13% in Q2 2026, buying an estimated $1.59M and bringing the position to 327,160 shares worth $13.8M. The position accounts for 0.08% of the portfolio, ranked #220.

Equitable Holdings first reported a position in IYZ in Q2 2025 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Equitable Holdings held 327,160 shares of iShares US Telecommunications ETF worth $13.8M as of Q2 2026.
  • Equitable Holdings bought 37,360 iShares US Telecommunications ETF shares in Q2 2026, an estimated $1.59M.
  • iShares US Telecommunications ETF made up 0.08% of Equitable Holdings's portfolio in Q2 2026, its #220 holding.
  • Equitable Holdings first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 5 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.