Harbour Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Harbour Investments’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	$860K	Buy	20,321 +13,841	+214%	+$588K	0.01%	877
2026 Q1	$255K	Sell	6,480 -12,610	-66%	-$472K	﹤0.01%	1395
2025 Q4	$647K	Buy	19,090 +59	+0.3%	+$1.93K	0.01%	750
2025 Q3	$614K	Sell	19,031 -11,497	-38%	-$354K	0.01%	738
2025 Q2	$909K	Buy	30,528 +22,636	+287%	+$622K	0.02%	564
2025 Q1	$216K	Sell	7,892 -26,643	-77%	-$736K	0.01%	1059
2024 Q4	$927K	Buy	+34,535	New	+$922K	0.03%	495
2021 Q4	–	Sell	-1,590	Closed	-$52K	–	3172
2021 Q3	$52K	Buy	1,590 +92	+6%	+$3.1K	﹤0.01%	1742
2021 Q2	$50K	Buy	1,498 +10	+0.7%	+$332	﹤0.01%	1816
2021 Q1	$48K	Buy	+1,488	New	+$47K	﹤0.01%	1722

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 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

Harbour Investments's IYZ Position: Q2 2026 in Review

Harbour Investments increased its iShares US Telecommunications ETF (IYZ) stake by 214% in Q2 2026, buying an estimated $588K and bringing the position to 20,321 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #877.

Harbour Investments first reported a position in IYZ in Q1 2021 and has held it in 10 quarters since. The position peaked at $927K in Q4 2024. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Harbour Investments held 20,321 shares of iShares US Telecommunications ETF worth $860K as of Q2 2026.
Harbour Investments bought 13,841 iShares US Telecommunications ETF shares in Q2 2026, an estimated $588K.
iShares US Telecommunications ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #877 holding.
Harbour Investments first reported a position in iShares US Telecommunications ETF in Q1 2021 and has held it in 10 quarters since.
Harbour Investments's iShares US Telecommunications ETF position peaked at $927K in Q4 2024.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.