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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Mariner's IYZ Position: Q1 2026 in Review

Mariner reduced its iShares US Telecommunications ETF (IYZ) stake by 3.9% in Q1 2026, selling an estimated $54.4K and leaving 36,092 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Mariner first reported a position in IYZ in Q4 2013 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Mariner held 36,092 shares of iShares US Telecommunications ETF worth $1.42M as of Q1 2026.
Mariner sold 1,454 iShares US Telecommunications ETF shares in Q1 2026, an estimated $54.4K.
iShares US Telecommunications ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1728 holding.
Mariner first reported a position in iShares US Telecommunications ETF in Q4 2013 and has held it in 10 quarters since.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.