Mezzasalma Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Mezzasalma Advisors’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	$336K	Buy	8,538 +18	+0.2%	+$673	0.09%	121
2025 Q4	$290K	Buy	8,520 +29	+0.3%	+$951	0.07%	132
2025 Q3	$274K	Buy	8,491 +33	+0.4%	+$1.01K	0.07%	134
2025 Q2	$252K	Buy	8,458 +21	+0.2%	+$577	0.08%	128
2025 Q1	$231K	Buy	8,437 +31	+0.4%	+$856	0.08%	133
2024 Q4	$226K	Buy	+8,406	New	+$224K	0.07%	131

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

Mezzasalma Advisors's IYZ Position: Q1 2026 in Review

Mezzasalma Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 0.21% in Q1 2026, buying an estimated $673 and bringing the position to 8,538 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #121.

Mezzasalma Advisors first reported a position in IYZ in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Mezzasalma Advisors held 8,538 shares of iShares US Telecommunications ETF worth $336K as of Q1 2026.
Mezzasalma Advisors bought 18 iShares US Telecommunications ETF shares in Q1 2026, an estimated $673.
iShares US Telecommunications ETF made up 0.09% of Mezzasalma Advisors's portfolio in Q1 2026, its #121 holding.
Mezzasalma Advisors first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.