Kesler Norman & Wride’s iShares US Telecommunications ETF IYZ Stock Holding History

Kesler Norman & Wride’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	$1.13M	Sell	26,782 -1,275	-5%	-$54.1K	0.18%	130
2026 Q1	$1.1M	Sell	28,057 -7,278	-21%	-$272K	0.19%	121
2025 Q4	$1.2M	Buy	+35,335	New	+$1.16M	0.21%	113
2025 Q3	–	Sell	-32,775	Closed	-$976K	–	237
2025 Q2	$976K	Buy	32,775 +17,503	+115%	+$481K	0.17%	125
2025 Q1	$418K	Buy	+15,272	New	+$422K	0.08%	181

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

Kesler Norman & Wride's IYZ Position: Q2 2026 in Review

Kesler Norman & Wride reduced its iShares US Telecommunications ETF (IYZ) stake by 4.5% in Q2 2026, selling an estimated $54.1K and leaving 26,782 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #130.

Kesler Norman & Wride first reported a position in IYZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Kesler Norman & Wride held 26,782 shares of iShares US Telecommunications ETF worth $1.13M as of Q2 2026.
Kesler Norman & Wride sold 1,275 iShares US Telecommunications ETF shares in Q2 2026, an estimated $54.1K.
iShares US Telecommunications ETF made up 0.18% of Kesler Norman & Wride's portfolio in Q2 2026, its #130 holding.
Kesler Norman & Wride first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 5 quarters since.
Kesler Norman & Wride's iShares US Telecommunications ETF position peaked at $1.2M in Q4 2025.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.