Nalls Sherbakoff Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Nalls Sherbakoff Group’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	$2.54K	Hold	60	–	–	﹤0.01%	330
2026 Q1	$2.36K	Hold	60	–	–	﹤0.01%	366
2025 Q4	$2.03K	Hold	60	–	–	﹤0.01%	401
2025 Q3	$1.94K	Hold	60	–	–	﹤0.01%	389
2025 Q2	$1.79K	Hold	60	–	–	﹤0.01%	388
2025 Q1	$1.64K	Buy	+60	New	+$1.66K	﹤0.01%	388
2023 Q4	$1.37K	Hold	60	–	–	﹤0.01%	375
2023 Q3	$1.28K	Hold	60	–	–	﹤0.01%	380
2023 Q2	$1.29K	Hold	60	–	–	﹤0.01%	395
2023 Q1	$1.36K	Buy	+60	New	+$1.4K	﹤0.01%	418
2018 Q4	$2K	Buy	+60	New	+$1.68K	﹤0.01%	354

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

Nalls Sherbakoff Group's IYZ Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 60 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Nalls Sherbakoff Group first reported a position in IYZ in Q4 2018 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Nalls Sherbakoff Group held 60 shares of iShares US Telecommunications ETF worth $2.54K as of Q2 2026.
Nalls Sherbakoff Group left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #330 holding.
Nalls Sherbakoff Group first reported a position in iShares US Telecommunications ETF in Q4 2018 and has held it in 11 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.