Moisand Fitzgerald Tamayo’s iShares US Telecommunications ETF IYZ Stock Holding History

Moisand Fitzgerald Tamayo’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	$12.7K	Hold	300	–	–	﹤0.01%	341
2026 Q1	$11.8K	Hold	300	–	–	﹤0.01%	324
2025 Q4	$10.2K	Hold	300	–	–	﹤0.01%	343
2025 Q3	$9.68K	Hold	300	–	–	﹤0.01%	357
2025 Q2	$8.93K	Hold	300	–	–	﹤0.01%	357
2025 Q1	$8.22K	Hold	300	–	–	﹤0.01%	365
2024 Q4	$8.05K	Hold	300	–	–	﹤0.01%	367
2024 Q3	$7.58K	Hold	300	–	–	﹤0.01%	387
2024 Q2	$6.52K	Hold	300	–	–	﹤0.01%	358
2024 Q1	$6.59K	Hold	300	–	–	﹤0.01%	364
2023 Q4	$6.83K	Hold	300	–	–	﹤0.01%	390
2023 Q3	$6.39K	Hold	300	–	–	﹤0.01%	398
2023 Q2	$6.63K	Hold	300	–	–	﹤0.01%	369
2023 Q1	$6.95K	Hold	300	–	–	﹤0.01%	368
2022 Q4	$6.73K	Hold	300	–	–	﹤0.01%	362
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	339
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	285
2022 Q1	$9K	Hold	300	–	–	﹤0.01%	196
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	254
2021 Q3	$10K	Hold	300	–	–	﹤0.01%	249
2021 Q2	$10K	Hold	300	–	–	﹤0.01%	264
2021 Q1	$10K	Hold	300	–	–	﹤0.01%	215
2020 Q4	$9K	Hold	300	–	–	﹤0.01%	222
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	209
2020 Q2	$8K	Hold	300	–	–	﹤0.01%	196
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	188
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	203
2019 Q3	$9K	Hold	300	–	–	﹤0.01%	202
2019 Q2	$9K	Hold	300	–	–	﹤0.01%	194
2019 Q1	$9K	Hold	300	–	–	0.01%	198
2018 Q4	$8K	Hold	300	–	–	0.01%	200
2018 Q3	$9K	Hold	300	–	–	0.01%	211
2018 Q2	$8K	Hold	300	–	–	﹤0.01%	203
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	221
2017 Q4	$9K	Hold	300	–	–	0.01%	193
2017 Q3	$9K	Buy	+300	New	+$9.44K	0.01%	208
2016 Q2	–	Sell	-300	Closed	-$9K	–	125
2016 Q1	$9K	Hold	300	–	–	0.01%	158
2015 Q4	$9K	Buy	+300	New	+$8.73K	0.01%	151

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

Moisand Fitzgerald Tamayo's IYZ Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 300 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Moisand Fitzgerald Tamayo first reported a position in IYZ in Q4 2015 and has held it in 38 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Moisand Fitzgerald Tamayo held 300 shares of iShares US Telecommunications ETF worth $12.7K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #341 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares US Telecommunications ETF in Q4 2015 and has held it in 38 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.