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Independent Advisor Alliance’s iShares US Telecommunications ETF IYZ Stock Holding History

Independent Advisor Alliance’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
Q1 		$14.6M Buy
+371,560
New +$13.9M 0.16% 125
2025
Q1 		– Sell
-540,791
Closed -$14.5M – 1115
2024
Q4 		$14.5M Buy
+540,791
New +$14.4M 0.19% 113
2019
Q3 		– Sell
-33,374
Closed -$1K – 471
2019
Q2 		$1K Buy
+33,374
New +$993K ﹤0.01% 418

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Advisor Alliance's IYZ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares US Telecommunications ETF (IYZ) in Q1 2026: 371,560 shares worth $14.6M. The stake represents 0.16% of the portfolio and ranks #125 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IYZ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in IYZ in Q2 2019 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Independent Advisor Alliance held 371,560 shares of iShares US Telecommunications ETF worth $14.6M as of Q1 2026.
  • iShares US Telecommunications ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares US Telecommunications ETF made up 0.16% of Independent Advisor Alliance's portfolio in Q1 2026, its #125 holding.
  • Independent Advisor Alliance first reported a position in iShares US Telecommunications ETF in Q2 2019 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.