Institute for Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Institute for Wealth 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 Q2	$734	Buy	+17	New	+$722	﹤0.01%	1682

Other funds holding IYZ

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Institute for Wealth Management's IYZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 17 shares worth $734. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings.

117 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Institute for Wealth Management held 17 shares of iShares US Telecommunications ETF worth $734 as of Q2 2026.
iShares US Telecommunications ETF was a new Institute for Wealth Management position in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1682 holding.
117 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.