J.W. Cole Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

J.W. Cole Advisors’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	$521K	Buy	+12,321	New	+$523K	0.01%	990
2023 Q2	–	Sell	-44,101	Closed	-$1.02M	–	796
2023 Q1	$1.02M	Buy	+44,101	New	+$1.03M	0.07%	283
2021 Q1	–	Sell	-36,660	Closed	-$1.11M	–	683
2020 Q4	$1.11M	Buy	+36,660	New	+$1.06M	0.12%	210

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

J.W. Cole Advisors's IYZ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 12,321 shares worth $521K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYZ as recently as Q1 2023.

J.W. Cole Advisors first reported a position in IYZ in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2020. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

J.W. Cole Advisors held 12,321 shares of iShares US Telecommunications ETF worth $521K as of Q2 2026.
iShares US Telecommunications ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares US Telecommunications ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #990 holding.
J.W. Cole Advisors first reported a position in iShares US Telecommunications ETF in Q4 2020 and has held it in 3 quarters since.
J.W. Cole Advisors's iShares US Telecommunications ETF position peaked at $1.11M in Q4 2020.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.