Independent Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Independent Financial Group’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	$3.19M	Buy	75,358 +64,726	+609%	+$2.75M	0.06%	331
2026 Q1	$418K	Sell	10,632 -51,186	-83%	-$1.91M	0.01%	1013
2025 Q4	$2.1M	Buy	61,818 +797	+1%	+$26.1K	0.05%	379
2025 Q3	$1.97M	Sell	61,021 -192	-0.3%	-$5.91K	0.05%	391
2025 Q2	$1.82M	Buy	+61,213	New	+$1.68M	0.05%	369
2025 Q1	–	Sell	-83,601	Closed	-$2.24M	–	1220
2024 Q4	$2.24M	Buy	+83,601	New	+$2.23M	0.07%	262

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 Financial Group's IYZ Position: Q2 2026 in Review

Independent Financial Group increased its iShares US Telecommunications ETF (IYZ) stake by 609% in Q2 2026, buying an estimated $2.75M and bringing the position to 75,358 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #331.

Independent Financial Group first reported a position in IYZ in Q4 2024 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Independent Financial Group held 75,358 shares of iShares US Telecommunications ETF worth $3.19M as of Q2 2026.
Independent Financial Group bought 64,726 iShares US Telecommunications ETF shares in Q2 2026, an estimated $2.75M.
iShares US Telecommunications ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #331 holding.
Independent Financial Group first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 6 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.