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 Q2	$7.61M	Buy	179,776 +49,011	+37%	+$2.08M	0.74%	34
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

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

L.J. Altfest & Co's IYZ Position: Q2 2026 in Review

L.J. Altfest & Co increased its iShares US Telecommunications ETF (IYZ) stake by 37% in Q2 2026, buying an estimated $2.08M and bringing the position to 179,776 shares worth $7.61M. The position accounts for 0.74% of the portfolio, ranked #34.

L.J. Altfest & Co first reported a position in IYZ in Q3 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

L.J. Altfest & Co held 179,776 shares of iShares US Telecommunications ETF worth $7.61M as of Q2 2026.
L.J. Altfest & Co bought 49,011 iShares US Telecommunications ETF shares in Q2 2026, an estimated $2.08M.
iShares US Telecommunications ETF made up 0.74% of L.J. Altfest & Co's portfolio in Q2 2026, its #34 holding.
L.J. Altfest & Co first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.