BPI
IYZ icon

BFC Planning, Inc.’s iShares US Telecommunications ETF IYZ Stock Holding History

BFC Planning, Inc.’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 		– Sell
-215
Closed -$8.43K – 3465
2026
Q1 		$8.43K Sell
215
-291,335
-100% -$10.9M ﹤0.01% 2113
2025
Q4 		$9.9M Buy
291,550
+289,142
+12,008% +$9.48M 0.44% 43
2025
Q3 		$77.7K Buy
2,408
+6
+0.2% +$185 0.01% 1015
2025
Q2 		$71.5K Buy
2,402
+920
+62% +$25.3K 0.01% 1000
2025
Q1 		$40.6K Buy
1,482
+104
+8% +$2.87K ﹤0.01% 1189
2024
Q4 		$37K Buy
+1,378
New +$36.8K ﹤0.01% 1229

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

BFC Planning, Inc.'s IYZ Position: Q2 2026 in Review

BFC Planning, Inc. sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 215 shares — an estimated $8.43K sold.

BFC Planning, Inc. first reported a position in IYZ in Q4 2024 and held it in 6 quarters. The position peaked at $9.9M in Q4 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • BFC Planning, Inc. reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 215 iShares US Telecommunications ETF shares in Q2 2026, an estimated $8.43K.
  • BFC Planning, Inc. first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 6 quarters.
  • BFC Planning, Inc.'s iShares US Telecommunications ETF position peaked at $9.9M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.