Money Concepts Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

Money Concepts Capital’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	$648K	Buy	+15,307	New	+$650K	0.03%	375
2023 Q1	–	Sell	-47	Closed	-$1.05K	–	1747
2022 Q4	$1.05K	Hold	47	–	–	﹤0.01%	2865
2022 Q3	$1K	Hold	47	–	–	﹤0.01%	1471
2022 Q2	$1K	Hold	47	–	–	﹤0.01%	1381
2022 Q1	$1K	Hold	47	–	–	﹤0.01%	2578
2021 Q4	$2K	Buy	+47	New	+$1.51K	﹤0.01%	733
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	703
2020 Q4	$1K	Buy	+28	New	+$810	﹤0.01%	648

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

Money Concepts Capital's IYZ Position: Q2 2026 in Review

Money Concepts Capital opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 15,307 shares worth $648K. The stake represents 0.03% of the portfolio and ranks #375 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in IYZ as recently as Q4 2022.

Money Concepts Capital first reported a position in IYZ in Q4 2020 and has held it in 8 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Money Concepts Capital held 15,307 shares of iShares US Telecommunications ETF worth $648K as of Q2 2026.
iShares US Telecommunications ETF was a new Money Concepts Capital position in Q2 2026.
iShares US Telecommunications ETF made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #375 holding.
Money Concepts Capital first reported a position in iShares US Telecommunications ETF in Q4 2020 and has held it in 8 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.