Foundations Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Foundations Investment 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	$546K	Buy	+12,915	New	+$548K	0.01%	754
2026 Q1	–	Sell	-27,564	Closed	-$934K	–	1212
2025 Q4	$934K	Sell	27,564 -172	-0.6%	-$5.64K	0.01%	531
2025 Q3	$895K	Sell	27,736 -1,014	-4%	-$31.2K	0.01%	497
2025 Q2	$856K	Buy	+28,750	New	+$790K	0.01%	466

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

Foundations Investment Advisors's IYZ Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 12,915 shares worth $546K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in IYZ as recently as Q4 2025.

Foundations Investment Advisors first reported a position in IYZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $934K in Q4 2025. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Foundations Investment Advisors held 12,915 shares of iShares US Telecommunications ETF worth $546K as of Q2 2026.
iShares US Telecommunications ETF was a new Foundations Investment Advisors position in Q2 2026.
iShares US Telecommunications ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #754 holding.
Foundations Investment Advisors first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 4 quarters since.
Foundations Investment Advisors's iShares US Telecommunications ETF position peaked at $934K in Q4 2025.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.