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 Q2	$21M	Buy	+496,666	New	+$21.1M	3.19%	6

Other funds holding IYZ

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

MinichMacGregor Wealth Management's IYZ Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 496,666 shares worth $21M. The stake represents 3.19% of the portfolio and ranks #6 among its holdings.

31 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

MinichMacGregor Wealth Management held 496,666 shares of iShares US Telecommunications ETF worth $21M as of Q2 2026.
iShares US Telecommunications ETF was a new MinichMacGregor Wealth Management position in Q2 2026.
iShares US Telecommunications ETF made up 3.19% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #6 holding.
31 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.