L.J. Altfest & Co’s iShares US Telecommunications ETF IYZ Stock Holding History

L.J. Altfest & Co’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	$5.14M	Buy	+130,765	New	+$4.89M	0.55%	40
2025 Q4	–	Sell	-122,337	Closed	-$3.95M	–	354
2025 Q3	$3.95M	Buy	+122,337	New	+$3.76M	0.44%	50

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 $1.1B AUM 30.57% 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

L.J. Altfest & Co's IYZ Position: Q1 2026 in Review

L.J. Altfest & Co opened a new position in iShares US Telecommunications ETF (IYZ) in Q1 2026: 130,765 shares worth $5.14M. The stake represents 0.55% of the portfolio and ranks #40 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in IYZ as recently as Q3 2025.

L.J. Altfest & Co first reported a position in IYZ in Q3 2025 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

L.J. Altfest & Co held 130,765 shares of iShares US Telecommunications ETF worth $5.14M as of Q1 2026.
iShares US Telecommunications ETF was a new L.J. Altfest & Co position in Q1 2026.
iShares US Telecommunications ETF made up 0.55% of L.J. Altfest & Co's portfolio in Q1 2026, its #40 holding.
L.J. Altfest & Co first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 2 quarters since.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.