Financial Management Professionals’s iShares US Telecommunications ETF IYZ Stock Holding History

Financial Management Professionals’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	$2.46M	Buy	58,105 +681	+1%	+$28.9K	0.23%	35
2026 Q1	$2.26M	Buy	+57,424	New	+$2.15M	0.25%	32
2016 Q3	–	Sell	-10	Closed	–	–	365
2016 Q2	$0	Buy	+10	New	+$313	﹤0.01%	432

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 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

Financial Management Professionals's IYZ Position: Q2 2026 in Review

Financial Management Professionals increased its iShares US Telecommunications ETF (IYZ) stake by 1.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 58,105 shares worth $2.46M. The position accounts for 0.23% of the portfolio, ranked #35.

Financial Management Professionals first reported a position in IYZ in Q2 2016 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Financial Management Professionals held 58,105 shares of iShares US Telecommunications ETF worth $2.46M as of Q2 2026.
Financial Management Professionals bought 681 iShares US Telecommunications ETF shares in Q2 2026, an estimated $28.9K.
iShares US Telecommunications ETF made up 0.23% of Financial Management Professionals's portfolio in Q2 2026, its #35 holding.
Financial Management Professionals first reported a position in iShares US Telecommunications ETF in Q2 2016 and has held it in 3 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.