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Measured Wealth Private Client Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Measured Wealth Private Client Group’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 		$6.83M Buy
+161,440
New +$6.86M 1.65% 14

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
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
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

Measured Wealth Private Client Group's IYZ Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 161,440 shares worth $6.83M. The stake represents 1.65% of the portfolio and ranks #14 among its holdings.

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

  • Measured Wealth Private Client Group held 161,440 shares of iShares US Telecommunications ETF worth $6.83M as of Q2 2026.
  • iShares US Telecommunications ETF was a new Measured Wealth Private Client Group position in Q2 2026.
  • iShares US Telecommunications ETF made up 1.65% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #14 holding.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.