Lakeshore Capital Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Lakeshore Capital Group’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	$1.29M	Sell	30,527 -76	-0.2%	-$3.23K	0.96%	30
2026 Q1	$1.2M	Sell	30,603 -300	-1%	-$11.2K	0.98%	30
2025 Q4	$1.05M	Sell	30,903 -252	-0.8%	-$8.26K	0.84%	35
2025 Q3	$1.01M	Buy	31,155 +296	+1%	+$9.11K	0.81%	37
2025 Q2	$919K	Sell	30,859 -2,129	-6%	-$58.5K	0.82%	39
2025 Q1	$904K	Sell	32,988 -1,320	-4%	-$36.4K	0.87%	38
2024 Q4	$920K	Buy	+34,308	New	+$916K	1.39%	24

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

Lakeshore Capital Group's IYZ Position: Q2 2026 in Review

Lakeshore Capital Group reduced its iShares US Telecommunications ETF (IYZ) stake by 0.25% in Q2 2026, selling an estimated $3.23K and leaving 30,527 shares worth $1.29M. The position accounts for 0.96% of the portfolio, ranked #30.

Lakeshore Capital Group first reported a position in IYZ in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Lakeshore Capital Group held 30,527 shares of iShares US Telecommunications ETF worth $1.29M as of Q2 2026.
Lakeshore Capital Group sold 76 iShares US Telecommunications ETF shares in Q2 2026, an estimated $3.23K.
iShares US Telecommunications ETF made up 0.96% of Lakeshore Capital Group's portfolio in Q2 2026, its #30 holding.
Lakeshore Capital Group first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.