MAI Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

MAI Capital 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	-3,003	Closed	-$118K	–	3418
2026 Q1	$118K	Hold	3,003	–	–	﹤0.01%	1752
2025 Q4	$102K	Hold	3,003	–	–	﹤0.01%	1631
2025 Q3	$96.9K	Hold	3,003	–	–	﹤0.01%	1591
2025 Q2	$89.4K	Hold	3,003	–	–	﹤0.01%	1541
2025 Q1	$82.3K	Hold	3,003	–	–	﹤0.01%	1494
2024 Q4	$80.6K	Buy	+3,003	New	+$80.2K	﹤0.01%	1537

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

MAI Capital Management's IYZ Position: Q2 2026 in Review

MAI Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 3,003 shares — an estimated $118K sold.

MAI Capital Management first reported a position in IYZ in Q4 2024 and held it in 6 quarters. The position peaked at $118K in Q1 2026. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

MAI Capital Management reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 3,003 iShares US Telecommunications ETF shares in Q2 2026, an estimated $118K.
MAI Capital Management first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares US Telecommunications ETF position peaked at $118K in Q1 2026.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.