MTM Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

MTM Investment 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	$11.4K	Hold	270	–	–	﹤0.01%	509
2026 Q1	$10.6K	Hold	270	–	–	﹤0.01%	514
2025 Q4	$9.15K	Hold	270	–	–	﹤0.01%	542
2025 Q3	$8.71K	Hold	270	–	–	﹤0.01%	552
2025 Q2	$8.04K	Hold	270	–	–	﹤0.01%	564
2025 Q1	$7.42K	Hold	270	–	–	﹤0.01%	260
2024 Q4	$7.24K	Hold	270	–	–	﹤0.01%	255
2024 Q3	$6.86K	Sell	270 -300	-53%	-$6.91K	﹤0.01%	258
2024 Q2	$12.4K	Hold	570	–	–	0.01%	242
2024 Q1	$12.5K	Hold	570	–	–	0.01%	255
2023 Q4	$13K	Hold	570	–	–	0.01%	238
2023 Q3	$12.1K	Hold	570	–	–	0.01%	230
2023 Q2	$12.6K	Hold	570	–	–	0.01%	239
2023 Q1	$13.2K	Hold	570	–	–	0.01%	239
2022 Q4	$12.8K	Hold	570	–	–	0.01%	241
2022 Q3	$12K	Hold	570	–	–	0.01%	237
2022 Q2	$14K	Hold	570	–	–	0.01%	241
2022 Q1	$17K	Hold	570	–	–	0.01%	252
2021 Q4	$19K	Hold	570	–	–	0.01%	251
2021 Q3	$18K	Hold	570	–	–	0.01%	231
2021 Q2	$19K	Hold	570	–	–	0.01%	227
2021 Q1	$18K	Hold	570	–	–	0.01%	219
2020 Q4	$17K	Buy	+570	New	+$16.5K	0.01%	199

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

MTM Investment Management's IYZ Position: Q2 2026 in Review

MTM Investment Management held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 270 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

MTM Investment Management first reported a position in IYZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $19K in Q4 2021. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

MTM Investment Management held 270 shares of iShares US Telecommunications ETF worth $11.4K as of Q2 2026.
MTM Investment Management left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #509 holding.
MTM Investment Management first reported a position in iShares US Telecommunications ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's iShares US Telecommunications ETF position peaked at $19K in Q4 2021.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.