KKM Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

KKM Financial’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	$634K	Sell	14,983 -11,188	-43%	-$475K	0.09%	111
2026 Q1	$887K	Hold	26,171	–	–	0.16%	97
2025 Q4	$887K	Buy	26,171 +1,011	+4%	+$33.1K	0.16%	97
2025 Q3	$812K	Sell	25,160 -3,170	-11%	-$97.5K	0.26%	70
2025 Q2	$844K	Buy	+28,330	New	+$779K	0.29%	75

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

KKM Financial's IYZ Position: Q2 2026 in Review

KKM Financial reduced its iShares US Telecommunications ETF (IYZ) stake by 43% in Q2 2026, selling an estimated $475K and leaving 14,983 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #111.

KKM Financial first reported a position in IYZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $887K in Q1 2026. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

KKM Financial held 14,983 shares of iShares US Telecommunications ETF worth $634K as of Q2 2026.
KKM Financial sold 11,188 iShares US Telecommunications ETF shares in Q2 2026, an estimated $475K.
iShares US Telecommunications ETF made up 0.09% of KKM Financial's portfolio in Q2 2026, its #111 holding.
KKM Financial first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 5 quarters since.
KKM Financial's iShares US Telecommunications ETF position peaked at $887K in Q1 2026.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.