Johnson Investment Counsel’s iShares US Telecommunications ETF IYZ Stock Holding History

Johnson Investment Counsel’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	$221K	Hold	5,212	–	–	﹤0.01%	807
2026 Q1	$205K	Buy	+5,212	New	+$195K	﹤0.01%	788
2018 Q4	–	Sell	-10,918	Closed	-$324K	–	621
2018 Q3	$324K	Sell	10,918 -830	-7%	-$23.9K	0.01%	507
2018 Q2	$323K	Buy	11,748 +256	+2%	+$7.03K	0.01%	503
2018 Q1	$310K	Sell	11,492 -1,695	-13%	-$48.2K	0.01%	518
2017 Q4	$387K	Buy	13,187 +3,599	+38%	+$107K	0.01%	479
2017 Q3	$291K	Buy	9,588 +1,381	+17%	+$43.4K	0.01%	515
2017 Q2	$264K	Hold	8,207	–	–	0.01%	533
2017 Q1	$262K	Buy	+8,207	New	+$279K	0.01%	533

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

Johnson Investment Counsel's IYZ Position: Q2 2026 in Review

Johnson Investment Counsel held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 5,212 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Johnson Investment Counsel first reported a position in IYZ in Q1 2017 and has held it in 9 quarters since. The position peaked at $387K in Q4 2017. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Johnson Investment Counsel held 5,212 shares of iShares US Telecommunications ETF worth $221K as of Q2 2026.
Johnson Investment Counsel left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #807 holding.
Johnson Investment Counsel first reported a position in iShares US Telecommunications ETF in Q1 2017 and has held it in 9 quarters since.
Johnson Investment Counsel's iShares US Telecommunications ETF position peaked at $387K in Q4 2017.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.