Freestone Capital Holdings’s iShares US Telecommunications ETF IYZ Stock Holding History

Freestone Capital Holdings’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	$252K	Hold	5,966	–	–	0.01%	523
2026 Q1	$235K	Sell	5,966 -224	-4%	-$8.38K	0.01%	489
2025 Q4	$210K	Sell	6,190 -9,272	-60%	-$304K	0.01%	507
2025 Q3	$499K	Sell	15,462 -1,728	-10%	-$53.2K	0.02%	348
2025 Q2	$512K	Buy	17,190 +9,017	+110%	+$248K	0.02%	293
2025 Q1	$224K	Sell	8,173 -566	-6%	-$15.6K	0.01%	402
2024 Q4	$234K	Buy	+8,739	New	+$233K	0.01%	391

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

Freestone Capital Holdings's IYZ Position: Q2 2026 in Review

Freestone Capital Holdings held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 5,966 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #523.

Freestone Capital Holdings first reported a position in IYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q2 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Freestone Capital Holdings held 5,966 shares of iShares US Telecommunications ETF worth $252K as of Q2 2026.
Freestone Capital Holdings left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #523 holding.
Freestone Capital Holdings first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 7 quarters since.
Freestone Capital Holdings's iShares US Telecommunications ETF position peaked at $512K in Q2 2025.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.