Lifestyle Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Lifestyle Asset Management’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	–	Sell	-18,113	Closed	-$712K	–	140
2026 Q1	$712K	Sell	18,113 -85,304	-82%	-$3.19M	0.23%	62
2025 Q4	$3.51M	Buy	103,417 +28,053	+37%	+$920K	1.14%	18
2025 Q3	$2.43M	Buy	75,364 +41,821	+125%	+$1.29M	0.83%	27
2025 Q2	$999K	Buy	+33,543	New	+$922K	0.47%	54

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

Lifestyle Asset Management's IYZ Position: Q2 2026 in Review

Lifestyle Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 18,113 shares — an estimated $712K sold.

Lifestyle Asset Management first reported a position in IYZ in Q2 2025 and held it in 4 quarters. The position peaked at $3.51M in Q4 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Lifestyle Asset Management reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
Lifestyle Asset Management sold 18,113 iShares US Telecommunications ETF shares in Q2 2026, an estimated $712K.
Lifestyle Asset Management first reported a position in iShares US Telecommunications ETF in Q2 2025 and held it in 4 quarters.
Lifestyle Asset Management's iShares US Telecommunications ETF position peaked at $3.51M in Q4 2025.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.