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Fiduciary Alliance’s iShares US Telecommunications ETF IYZ Stock Holding History

Fiduciary Alliance’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 		$1.19M Buy
+28,008
New +$1.19M 0.08% 242

Other funds holding IYZ

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

Fiduciary Alliance's IYZ Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 28,008 shares worth $1.19M. The stake represents 0.08% of the portfolio and ranks #242 among its holdings.

28 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Fiduciary Alliance held 28,008 shares of iShares US Telecommunications ETF worth $1.19M as of Q2 2026.
  • iShares US Telecommunications ETF was a new Fiduciary Alliance position in Q2 2026.
  • iShares US Telecommunications ETF made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #242 holding.
  • 28 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.