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 Q2	$362K	Buy	8,557 +19	+0.2%	+$807	0.07%	135
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

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

Mezzasalma Advisors's IYZ Position: Q2 2026 in Review

Mezzasalma Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 0.22% in Q2 2026, buying an estimated $807 and bringing the position to 8,557 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #135.

Mezzasalma Advisors first reported a position in IYZ in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Mezzasalma Advisors held 8,557 shares of iShares US Telecommunications ETF worth $362K as of Q2 2026.
Mezzasalma Advisors bought 19 iShares US Telecommunications ETF shares in Q2 2026, an estimated $807.
iShares US Telecommunications ETF made up 0.07% of Mezzasalma Advisors's portfolio in Q2 2026, its #135 holding.
Mezzasalma Advisors first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.