Focus Partners Wealth
IYZ icon

Focus Partners Wealth’s iShares US Telecommunications ETF IYZ Stock Holding History

Focus Partners Wealth’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 		$120M Sell
2,920,683
-10,912
-0.4% -$459K 0.12% 159
2026
Q2 		$124M Buy
+2,931,595
New +$124M 0.13% 161

Other funds holding IYZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Three Seasons Wealth
Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Advisortrust Partners
Advisortrust Partners Raleigh, North Carolina $318M AUM 23.53% 1-Year Est. Return

Focus Partners Wealth's IYZ Position: Q3 2026 in Review

Focus Partners Wealth reduced its iShares US Telecommunications ETF (IYZ) stake by 0.37% in Q3 2026, selling an estimated $459K and leaving 2,920,683 shares worth $120M. The position accounts for 0.12% of the portfolio, ranked #159.

Focus Partners Wealth first reported a position in IYZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $124M in Q2 2026. 137 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • Focus Partners Wealth held 2,920,683 shares of iShares US Telecommunications ETF worth $120M as of Q3 2026.
  • Focus Partners Wealth sold 10,912 iShares US Telecommunications ETF shares in Q3 2026, an estimated $459K.
  • iShares US Telecommunications ETF made up 0.12% of Focus Partners Wealth's portfolio in Q3 2026, its #159 holding.
  • Focus Partners Wealth first reported a position in iShares US Telecommunications ETF in Q2 2026 and has held it in 2 quarters since.
  • Focus Partners Wealth's iShares US Telecommunications ETF position peaked at $124M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.