Osaic Holdings
IYZ icon

Osaic Holdings’s iShares US Telecommunications ETF IYZ Stock Holding History

Osaic Holdings’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 		$16.8M Buy
397,755
+252,196
+173% +$10.7M 0.02% 736
2026
Q1 		$5.72M Sell
145,559
-20,061
-12% -$750K 0.01% 1263
2025
Q4 		$5.61M Sell
165,620
-1,920
-1% -$62.9K 0.01% 1297
2025
Q3 		$5.36M Buy
167,540
+7,815
+5% +$240K 0.01% 1417
2025
Q2 		$4.76M Buy
159,725
+133,177
+502% +$3.66M 0.01% 1278
2025
Q1 		$727K Sell
26,548
-289,909
-92% -$8M ﹤0.01% 2518
2024
Q4 		$5.04M Buy
316,457
+309,589
+4,508% +$8.27M 0.01% 1032
2024
Q3 		$174K Sell
6,868
-142,872
-95% -$3.29M ﹤0.01% 3771
2024
Q2 		$3.25M Buy
149,740
+92,057
+160% +$1.95M 0.01% 1296
2024
Q1 		$1.27M Buy
57,683
+29,131
+102% +$654K ﹤0.01% 2102
2023
Q4 		$650K Buy
28,552
+18,967
+198% +$407K ﹤0.01% 2932
2023
Q3 		$204K Sell
9,585
-6,562
-41% -$145K ﹤0.01% 3978
2023
Q2 		$356K Sell
16,147
-26,312
-62% -$575K ﹤0.01% 3441
2023
Q1 		$983K Sell
42,459
-6,061
-12% -$141K ﹤0.01% 2486
2022
Q4 		$1.09M Buy
48,520
+27,190
+127% +$607K ﹤0.01% 2292
2022
Q3 		$445K Sell
21,330
-835
-4% -$20.8K ﹤0.01% 2998
2022
Q2 		$561K Buy
22,165
+13,160
+146% +$356K ﹤0.01% 2810
2022
Q1 		$311K Buy
9,005
+364
+4% +$11.1K ﹤0.01% 3653
2021
Q4 		$284K Buy
8,641
+191
+2% +$6.15K ﹤0.01% 3625
2021
Q3 		$274K Sell
8,450
-133
-2% -$4.48K ﹤0.01% 3623
2021
Q2 		$285K Sell
8,583
-777
-8% -$25.8K ﹤0.01% 3566
2021
Q1 		$303K Sell
9,360
-672
-7% -$21.2K ﹤0.01% 3368
2020
Q4 		$303K Sell
10,032
-1,757
-15% -$50.8K ﹤0.01% 3111
2020
Q3 		$320K Sell
11,789
-1,050
-8% -$29.7K ﹤0.01% 2830
2020
Q2 		$355K Buy
12,839
+1,924
+18% +$52.3K ﹤0.01% 2632
2020
Q1 		$270K Buy
+10,915
New +$311K ﹤0.01% 2618

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
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
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

Osaic Holdings's IYZ Position: Q2 2026 in Review

Osaic Holdings increased its iShares US Telecommunications ETF (IYZ) stake by 173% in Q2 2026, buying an estimated $10.7M and bringing the position to 397,755 shares worth $16.8M. The position accounts for 0.02% of the portfolio, ranked #736.

Osaic Holdings first reported a position in IYZ in Q1 2020 and has held it in 26 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Osaic Holdings held 397,755 shares of iShares US Telecommunications ETF worth $16.8M as of Q2 2026.
  • Osaic Holdings bought 252,196 iShares US Telecommunications ETF shares in Q2 2026, an estimated $10.7M.
  • iShares US Telecommunications ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #736 holding.
  • Osaic Holdings first reported a position in iShares US Telecommunications ETF in Q1 2020 and has held it in 26 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.