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GeoWealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

GeoWealth Management’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 		$1.17M Buy
27,647
+3,103
+13% +$132K 0.04% 287
2026
Q1 		$965K Buy
+24,544
New +$918K 0.03% 299

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

GeoWealth Management's IYZ Position: Q2 2026 in Review

GeoWealth Management increased its iShares US Telecommunications ETF (IYZ) stake by 13% in Q2 2026, buying an estimated $132K and bringing the position to 27,647 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #287.

GeoWealth Management first reported a position in IYZ in Q1 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • GeoWealth Management held 27,647 shares of iShares US Telecommunications ETF worth $1.17M as of Q2 2026.
  • GeoWealth Management bought 3,103 iShares US Telecommunications ETF shares in Q2 2026, an estimated $132K.
  • iShares US Telecommunications ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #287 holding.
  • GeoWealth Management first reported a position in iShares US Telecommunications ETF in Q1 2026 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.