Narus Financial Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Narus Financial 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	$338K	Hold	7,977	–	–	0.09%	138
2026 Q1	$314K	Hold	7,977	–	–	0.08%	131
2025 Q4	$270K	Hold	7,977	–	–	0.07%	141
2025 Q3	$257K	Buy	7,977 +800	+11%	+$24.6K	0.07%	150
2025 Q2	$214K	Buy	+7,177	New	+$197K	0.07%	152
2019 Q4	$238K	Hold	7,970	–	–	0.17%	67
2019 Q3	$233K	Hold	7,970	–	–	0.17%	63
2019 Q2	$235K	Buy	+7,970	New	+$237K	0.18%	64

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

Narus Financial Partners's IYZ Position: Q2 2026 in Review

Narus Financial Partners held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 7,977 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #138.

Narus Financial Partners first reported a position in IYZ in Q2 2019 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Narus Financial Partners held 7,977 shares of iShares US Telecommunications ETF worth $338K as of Q2 2026.
Narus Financial Partners left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up 0.09% of Narus Financial Partners's portfolio in Q2 2026, its #138 holding.
Narus Financial Partners first reported a position in iShares US Telecommunications ETF in Q2 2019 and has held it in 8 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.