Mariner’s iShares US Telecommunications ETF IYZ Stock Holding History

Mariner’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	-36,092	Closed	-$1.42M	–	3733
2026 Q1	$1.42M	Sell	36,092 -1,454	-4%	-$54.4K	﹤0.01%	1728
2025 Q4	$1.27M	Sell	37,546 -5,968	-14%	-$196K	﹤0.01%	1779
2025 Q3	$1.4M	Buy	43,514 +35,364	+434%	+$1.09M	﹤0.01%	1659
2025 Q2	$243K	Buy	+8,150	New	+$224K	﹤0.01%	2906
2016 Q4	–	Sell	-2,525	Closed	-$81K	–	696
2016 Q3	$81K	Buy	+2,525	New	+$83.2K	﹤0.01%	617
2015 Q2	–	Sell	-9,055	Closed	-$274K	–	532
2015 Q1	$274K	Sell	9,055 -4,435	-33%	-$133K	0.02%	324
2014 Q4	$395K	Sell	13,490 -2,115	-14%	-$62.6K	0.04%	268
2014 Q3	$467K	Buy	15,605 +180	+1%	+$5.47K	0.05%	221
2014 Q2	$468K	Buy	+15,425	New	+$457K	0.05%	232
2014 Q1	–	Sell	-20,880	Closed	-$621K	–	354
2013 Q4	$621K	Buy	+20,880	New	+$598K	0.08%	203

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

Mariner's IYZ Position: Q2 2026 in Review

Mariner sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 36,092 shares — an estimated $1.42M sold.

Mariner first reported a position in IYZ in Q4 2013 and held it in 10 quarters. The position peaked at $1.42M in Q1 2026. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Mariner reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 36,092 iShares US Telecommunications ETF shares in Q2 2026, an estimated $1.42M.
Mariner first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 10 quarters.
Mariner's iShares US Telecommunications ETF position peaked at $1.42M in Q1 2026.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.