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IYZ icon

Farther Finance Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Farther Finance Advisors’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
Q3 		$50.4K Sell
1,223
-6,113
-83% -$257K ﹤0.01% 3420
2026
Q2 		$310K Buy
7,336
+4,660
+174% +$198K ﹤0.01% 1920
2026
Q1 		$106K Sell
2,676
-2,828
-51% -$106K ﹤0.01% 2476
2025
Q4 		$187K Buy
5,504
+8
+0.1% +$262 ﹤0.01% 1949
2025
Q3 		$177K Buy
5,496
+5,466
+18,220% +$168K ﹤0.01% 1672
2025
Q2 		$893 Sell
30
-15
-33% -$412 ﹤0.01% 3927
2025
Q1 		$1.24K Sell
45
-3
-6% -$83 ﹤0.01% 3549
2024
Q4 		$1.29K Buy
48
+3
+7% +$80 ﹤0.01% 3166
2024
Q3 		$1.14K Sell
45
-223
-83% -$5.14K ﹤0.01% 3203
2024
Q2 		$5.83K Buy
268
+181
+208% +$3.84K ﹤0.01% 2332
2024
Q1 		$1.9K Hold
87
– – ﹤0.01% 2505
2023
Q4 		$1.98K Hold
87
– – ﹤0.01% 2430
2023
Q3 		$1.85K Buy
87
+15
+21% +$332 ﹤0.01% 1885
2023
Q2 		$1.59K Buy
72
+30
+71% +$656 ﹤0.01% 1840
2023
Q1 		$973 Buy
+42
New +$979 ﹤0.01% 1854

Other funds holding IYZ

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's IYZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 83% in Q3 2026, selling an estimated $257K and leaving 1,223 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Farther Finance Advisors first reported a position in IYZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $310K in Q2 2026. 8 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • Farther Finance Advisors held 1,223 shares of iShares US Telecommunications ETF worth $50.4K as of Q3 2026.
  • Farther Finance Advisors sold 6,113 iShares US Telecommunications ETF shares in Q3 2026, an estimated $257K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3420 holding.
  • Farther Finance Advisors first reported a position in iShares US Telecommunications ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares US Telecommunications ETF position peaked at $310K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.