Harmony Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Harmony Asset 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 Q3	$782K	Sell	18,987 -9,473	-33%	-$399K	0.2%	98
2026 Q2	$1.2M	Buy	28,460 +4,018	+16%	+$171K	0.32%	79
2026 Q1	$961K	Sell	24,442 -2,977	-11%	-$111K	0.29%	86
2025 Q4	$930K	Buy	+27,419	New	+$899K	0.31%	80

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Harmony Asset Management's IYZ Position: Q3 2026 in Review

Harmony Asset Management reduced its iShares US Telecommunications ETF (IYZ) stake by 33% in Q3 2026, selling an estimated $399K and leaving 18,987 shares worth $782K. The position accounts for 0.2% of the portfolio, ranked #98.

Harmony Asset Management first reported a position in IYZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2026. 166 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

Harmony Asset Management held 18,987 shares of iShares US Telecommunications ETF worth $782K as of Q3 2026.
Harmony Asset Management sold 9,473 iShares US Telecommunications ETF shares in Q3 2026, an estimated $399K.
iShares US Telecommunications ETF made up 0.2% of Harmony Asset Management's portfolio in Q3 2026, its #98 holding.
Harmony Asset Management first reported a position in iShares US Telecommunications ETF in Q4 2025 and has held it in 4 quarters since.
Harmony Asset Management's iShares US Telecommunications ETF position peaked at $1.2M in Q2 2026.
166 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.