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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
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

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

Farther Finance Advisors's IYZ Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 174% in Q2 2026, buying an estimated $198K and bringing the position to 7,336 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Farther Finance Advisors first reported a position in IYZ in Q1 2023 and has held it in 14 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Farther Finance Advisors held 7,336 shares of iShares US Telecommunications ETF worth $310K as of Q2 2026.
  • Farther Finance Advisors bought 4,660 iShares US Telecommunications ETF shares in Q2 2026, an estimated $198K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1920 holding.
  • Farther Finance Advisors first reported a position in iShares US Telecommunications ETF in Q1 2023 and has held it in 14 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.