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Genesee Capital Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Genesee Capital 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 		– Sell
-8,371
Closed -$329K – 178
2026
Q1 		$329K Buy
+8,371
New +$313K 0.14% 100

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $445B AUM 25.58% 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
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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Genesee Capital Advisors's IYZ Position: Q2 2026 in Review

Genesee Capital Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 8,371 shares — an estimated $329K sold.

Genesee Capital Advisors first reported a position in IYZ in Q1 2026 and held it in 1 quarter. The position peaked at $329K in Q1 2026. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Genesee Capital Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
  • Genesee Capital Advisors sold 8,371 iShares US Telecommunications ETF shares in Q2 2026, an estimated $329K.
  • Genesee Capital Advisors first reported a position in iShares US Telecommunications ETF in Q1 2026 and held it in 1 quarter.
  • Genesee Capital Advisors's iShares US Telecommunications ETF position peaked at $329K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.