Global Retirement Partners’s iShares US Telecommunications ETF IYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $128K | Buy |
+3,030
| New | +$129K | ﹤0.01% | 1889 |
|
|
2025
Q4 | $65.5K | Hold |
1,933
| – | – | ﹤0.01% | 2186 |
|
|
2025
Q3 | $62.4K | Sell |
1,933
-28
| -1% | -$861 | ﹤0.01% | 1780 |
|
|
2025
Q2 | $58.4K | Buy |
+1,961
| New | +$53.9K | ﹤0.01% | 1688 |
|
|
2024
Q4 | $32.2K | Buy |
1,199
+900
| +301% | +$24K | ﹤0.01% | 1827 |
|
|
2024
Q3 | $7.55K | Hold |
299
| – | – | ﹤0.01% | 2398 |
|
|
2024
Q2 | $6.49K | Hold |
299
| – | – | ﹤0.01% | 2490 |
|
|
2024
Q1 | $6.57K | Hold |
299
| – | – | ﹤0.01% | 2290 |
|
|
2023
Q4 | $6.82K | Hold |
299
| – | – | ﹤0.01% | 2209 |
|
|
2023
Q3 | $6.21K | Hold |
299
| – | – | ﹤0.01% | 2113 |
|
|
2023
Q2 | $6.61K | Hold |
299
| – | – | ﹤0.01% | 2106 |
|
|
2023
Q1 | $6.54K | Hold |
299
| – | – | ﹤0.01% | 2080 |
|
|
2022
Q4 | $6.71K | Hold |
299
| – | – | ﹤0.01% | 1920 |
|
|
2022
Q3 | $7K | Hold |
299
| – | – | ﹤0.01% | 1812 |
|
|
2022
Q2 | $8K | Hold |
299
| – | – | ﹤0.01% | 1729 |
|
|
2022
Q1 | $8K | Buy |
+299
| New | +$9.13K | ﹤0.01% | 1714 |
|
|
2021
Q4 | – | Sell |
-337
| Closed | -$11K | – | 1054 |
|
|
2021
Q3 | $11K | Hold |
337
| – | – | ﹤0.01% | 1395 |
|
|
2021
Q2 | $11K | Hold |
337
| – | – | ﹤0.01% | 1350 |
|
|
2021
Q1 | $11K | Sell |
337
-800
| -70% | -$25.3K | ﹤0.01% | 1266 |
|
|
2020
Q4 | $34K | Buy |
1,137
+800
| +237% | +$23.1K | ﹤0.01% | 858 |
|
|
2020
Q3 | $9K | Hold |
337
| – | – | ﹤0.01% | 1171 |
|
|
2020
Q2 | $9K | Hold |
337
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q1 | $8K | Hold |
337
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q4 | $10K | Hold |
337
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q3 | $10K | Hold |
337
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q2 | $10K | Buy |
337
+299
| +787% | +$8.89K | ﹤0.01% | 1104 |
|
|
2019
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 1462 |
|
|
2018
Q4 | $1K | Sell |
38
-305
| -89% | -$8.55K | ﹤0.01% | 1400 |
|
|
2018
Q3 | $10K | Hold |
343
| – | – | ﹤0.01% | 1030 |
|
|
2018
Q2 | $9K | Hold |
343
| – | – | ﹤0.01% | 1027 |
|
|
2018
Q1 | $9K | Hold |
343
| – | – | ﹤0.01% | 991 |
|
|
2017
Q4 | $10K | Hold |
343
| – | – | ﹤0.01% | 909 |
|
|
2017
Q3 | $10K | Hold |
343
| – | – | ﹤0.01% | 834 |
|
|
2017
Q2 | $11K | Hold |
343
| – | – | 0.01% | 763 |
|
|
2017
Q1 | $11K | Hold |
343
| – | – | 0.01% | 720 |
|
|
2016
Q4 | $12K | Buy |
+343
| New | +$11K | 0.01% | 639 |
|
Other funds holding IYZ
MWM
ASN
Global Retirement Partners's IYZ Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 3,030 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #1889 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYZ as recently as Q4 2025.
Global Retirement Partners first reported a position in IYZ in Q4 2016 and has held it in 36 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.
- Global Retirement Partners held 3,030 shares of iShares US Telecommunications ETF worth $128K as of Q2 2026.
- iShares US Telecommunications ETF was a new Global Retirement Partners position in Q2 2026.
- iShares US Telecommunications ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1889 holding.
- Global Retirement Partners first reported a position in iShares US Telecommunications ETF in Q4 2016 and has held it in 36 quarters since.
- 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.