MinichMacGregor Wealth Management
IYZ icon

MinichMacGregor Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

MinichMacGregor Wealth Management’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
Q3 		$20.7M Buy
503,804
+7,138
+1% +$300K 3.35% 5
2026
Q2 		$21M Buy
+496,666
New +$21.1M 3.19% 6

Other funds holding IYZ

Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return
Sacks & Associates
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MinichMacGregor Wealth Management's IYZ Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its iShares US Telecommunications ETF (IYZ) stake by 1.4% in Q3 2026, buying an estimated $300K and bringing the position to 503,804 shares worth $20.7M. The position accounts for 3.35% of the portfolio, ranked #5.

MinichMacGregor Wealth Management first reported a position in IYZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $21M in Q2 2026. 42 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • MinichMacGregor Wealth Management held 503,804 shares of iShares US Telecommunications ETF worth $20.7M as of Q3 2026.
  • MinichMacGregor Wealth Management bought 7,138 iShares US Telecommunications ETF shares in Q3 2026, an estimated $300K.
  • iShares US Telecommunications ETF made up 3.35% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #5 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2026 and has held it in 2 quarters since.
  • MinichMacGregor Wealth Management's iShares US Telecommunications ETF position peaked at $21M in Q2 2026.
  • 42 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.