Ken Fisher’s iShares US Telecommunications ETF IYZ Stock Holding History

Ken Fisher’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 Q1	$473K	Buy	+12,027	New	+$450K	﹤0.01%	805
2025 Q1	–	Sell	-11,637	Closed	-$312K	–	1042
2024 Q4	$312K	Sell	11,637 -10,445	-47%	-$279K	﹤0.01%	866
2024 Q3	$558K	Buy	22,082 +365	+2%	+$8.41K	﹤0.01%	741
2024 Q2	$472K	Sell	21,717 -12,459	-36%	-$264K	﹤0.01%	797
2024 Q1	$751K	Sell	34,176 -3,322	-9%	-$74.6K	﹤0.01%	716
2023 Q4	$853K	Buy	37,498 +2,181	+6%	+$46.8K	﹤0.01%	711
2023 Q3	$752K	Sell	35,317 -14,658	-29%	-$324K	﹤0.01%	794
2023 Q2	$1.1M	Sell	49,975 -5,118	-9%	-$112K	﹤0.01%	755
2023 Q1	$1.28M	Sell	55,093 -3,894	-7%	-$90.8K	﹤0.01%	731
2022 Q4	$1.32M	Sell	58,987 -35,130	-37%	-$784K	﹤0.01%	722
2022 Q3	$1.97M	Buy	94,117 +30,508	+48%	+$761K	﹤0.01%	576
2022 Q2	$1.6M	Buy	63,609 +43,476	+216%	+$1.18M	﹤0.01%	563
2022 Q1	$602K	Buy	+20,133	New	+$615K	﹤0.01%	701

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Ken Fisher's IYZ Position: Q1 2026 in Review

Ken Fisher opened a new position in iShares US Telecommunications ETF (IYZ) in Q1 2026: 12,027 shares worth $473K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Ken Fisher previously reported a position in IYZ as recently as Q4 2024.

Ken Fisher first reported a position in IYZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.97M in Q3 2022. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Ken Fisher held 12,027 shares of iShares US Telecommunications ETF worth $473K as of Q1 2026.
iShares US Telecommunications ETF was a new Ken Fisher position in Q1 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #805 holding.
Ken Fisher first reported a position in iShares US Telecommunications ETF in Q1 2022 and has held it in 13 quarters since.
Ken Fisher's iShares US Telecommunications ETF position peaked at $1.97M in Q3 2022.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.