Mountain Hill Investment Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Mountain Hill Investment Partners’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	$1.41K	Hold	33	–	–	﹤0.01%	149
2026 Q1	$1.3K	Hold	33	–	–	﹤0.01%	147
2025 Q4	$1.12K	Hold	33	–	–	﹤0.01%	177
2025 Q3	$1.06K	Hold	33	–	–	﹤0.01%	185
2025 Q2	$970	Buy	33 +1	+3%	+$27	﹤0.01%	149
2025 Q1	$889	Hold	32	–	–	﹤0.01%	151
2024 Q4	$865	Buy	+32	New	+$854	﹤0.01%	155

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

Mountain Hill Investment Partners's IYZ Position: Q2 2026 in Review

Mountain Hill Investment Partners held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 33 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Mountain Hill Investment Partners first reported a position in IYZ in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Mountain Hill Investment Partners held 33 shares of iShares US Telecommunications ETF worth $1.41K as of Q2 2026.
Mountain Hill Investment Partners left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #149 holding.
Mountain Hill Investment Partners first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.