Midwest Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

Midwest Trust’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	$494K	Hold	11,671	–	–	0.01%	451
2026 Q1	$459K	Hold	11,671	–	–	0.01%	451
2025 Q4	$396K	Hold	11,671	–	–	﹤0.01%	457
2025 Q3	$377K	Sell	11,671 -300	-3%	-$9.23K	﹤0.01%	468
2025 Q2	$356K	Buy	+11,971	New	+$329K	﹤0.01%	484

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

Midwest Trust's IYZ Position: Q2 2026 in Review

Midwest Trust held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 11,671 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #451.

Midwest Trust first reported a position in IYZ in Q2 2025 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Midwest Trust held 11,671 shares of iShares US Telecommunications ETF worth $494K as of Q2 2026.
Midwest Trust left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #451 holding.
Midwest Trust first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 5 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.