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Regatta Research & Money Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Regatta Research & Money 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 		$10.2K Buy
+240
New +$10.2K 0.01% 493

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Citigroup
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
AP
Advisortrust Partners Raleigh, North Carolina $292M AUM

Regatta Research & Money Management's IYZ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 240 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

156 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Regatta Research & Money Management held 240 shares of iShares US Telecommunications ETF worth $10.2K as of Q2 2026.
  • iShares US Telecommunications ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares US Telecommunications ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #493 holding.
  • 156 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.