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 Q2	–	Sell	-371,560	Closed	-$14.6M	–	1383
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

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

Independent Advisor Alliance's IYZ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 371,560 shares — an estimated $14.6M sold.

Independent Advisor Alliance first reported a position in IYZ in Q2 2019 and held it in 3 quarters. The position peaked at $14.6M in Q1 2026. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 371,560 iShares US Telecommunications ETF shares in Q2 2026, an estimated $14.6M.
Independent Advisor Alliance first reported a position in iShares US Telecommunications ETF in Q2 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares US Telecommunications ETF position peaked at $14.6M in Q1 2026.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.