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SACKS & ASSOCIATES, LLC’s iShares US Telecommunications ETF IYZ Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$1.82M Buy
44,326
+4,756
+12% +$202K 1.23% 26
2026
Q1 		$1.56M Buy
+39,570
New +$1.48M 1.16% 24

Other funds holding IYZ

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's IYZ Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its iShares US Telecommunications ETF (IYZ) stake by 12% in Q2 2026, buying an estimated $202K and bringing the position to 44,326 shares worth $1.82M. The position accounts for 1.23% of the portfolio, ranked #26.

SACKS & ASSOCIATES, LLC first reported a position in IYZ in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 44,326 shares of iShares US Telecommunications ETF worth $1.82M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 4,756 iShares US Telecommunications ETF shares in Q2 2026, an estimated $202K.
  • iShares US Telecommunications ETF made up 1.23% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #26 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in iShares US Telecommunications ETF in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.