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

Gen-Wealth Partners’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 		$35.7K Buy
843
+3
+0.4% +$127 0.01% 443
2026
Q1 		$33K Buy
840
+3
+0.4% +$112 0.01% 430
2025
Q4 		$28.4K Buy
837
+5
+0.6% +$164 0.01% 441
2025
Q3 		$26.8K Buy
+832
New +$25.6K 0.01% 440

Other funds holding IYZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
AP
Advisortrust Partners Raleigh, North Carolina $292M AUM
SFC
Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Gen-Wealth Partners's IYZ Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares US Telecommunications ETF (IYZ) stake by 0.36% in Q2 2026, buying an estimated $127 and bringing the position to 843 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #443.

Gen-Wealth Partners first reported a position in IYZ in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Gen-Wealth Partners held 843 shares of iShares US Telecommunications ETF worth $35.7K as of Q2 2026.
  • Gen-Wealth Partners bought 3 iShares US Telecommunications ETF shares in Q2 2026, an estimated $127.
  • iShares US Telecommunications ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #443 holding.
  • Gen-Wealth Partners first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.