Migdal Insurance & Financial Holdings’s iShares US Telecommunications ETF IYZ Stock Holding History

Migdal Insurance & Financial Holdings’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	$20.9K	Hold	495	–	–	﹤0.01%	317
2026 Q1	$19.5K	Sell	495 -270	-35%	-$10.1K	﹤0.01%	324
2025 Q4	$26K	Hold	765	–	–	﹤0.01%	306
2025 Q3	$25K	Sell	765 -315	-29%	-$9.69K	﹤0.01%	302
2025 Q2	$32K	Buy	+1,080	New	+$29.7K	﹤0.01%	293
2017 Q1	–	Sell	-90,000	Closed	-$3.1M	–	477
2016 Q4	$3.1M	Buy	+90,000	New	+$2.9M	0.08%	103

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

Migdal Insurance & Financial Holdings's IYZ Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 495 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Migdal Insurance & Financial Holdings first reported a position in IYZ in Q4 2016 and has held it in 6 quarters since. The position peaked at $3.1M in Q4 2016. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Migdal Insurance & Financial Holdings held 495 shares of iShares US Telecommunications ETF worth $20.9K as of Q2 2026.
Migdal Insurance & Financial Holdings left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #317 holding.
Migdal Insurance & Financial Holdings first reported a position in iShares US Telecommunications ETF in Q4 2016 and has held it in 6 quarters since.
Migdal Insurance & Financial Holdings's iShares US Telecommunications ETF position peaked at $3.1M in Q4 2016.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.