O'Shaughnessy Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

O'Shaughnessy Asset 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	$3.72K	Sell	88 -40	-31%	-$1.7K	﹤0.01%	2500
2026 Q1	$5.03K	Buy	128 +40	+45%	+$1.5K	﹤0.01%	2501
2025 Q4	$2.98K	Hold	88	–	–	﹤0.01%	2514
2025 Q3	$2.84K	Buy	+88	New	+$2.71K	﹤0.01%	2448
2024 Q2	–	Sell	-10	Closed	-$220	–	2009
2024 Q1	$220	Hold	10	–	–	﹤0.01%	1843
2023 Q4	$228	Hold	10	–	–	﹤0.01%	1716
2023 Q3	$213	Hold	10	–	–	﹤0.01%	1604
2023 Q2	$221	Hold	10	–	–	﹤0.01%	1487
2023 Q1	$232	Hold	10	–	–	﹤0.01%	1467
2022 Q4	$224	Hold	10	–	–	﹤0.01%	1379
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1368
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1308
2022 Q1	$0	Buy	+10	New	+$305	﹤0.01%	1320

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

O'Shaughnessy Asset Management's IYZ Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares US Telecommunications ETF (IYZ) stake by 31% in Q2 2026, selling an estimated $1.7K and leaving 88 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

O'Shaughnessy Asset Management first reported a position in IYZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.03K in Q1 2026. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

O'Shaughnessy Asset Management held 88 shares of iShares US Telecommunications ETF worth $3.72K as of Q2 2026.
O'Shaughnessy Asset Management sold 40 iShares US Telecommunications ETF shares in Q2 2026, an estimated $1.7K.
iShares US Telecommunications ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2500 holding.
O'Shaughnessy Asset Management first reported a position in iShares US Telecommunications ETF in Q1 2022 and has held it in 13 quarters since.
O'Shaughnessy Asset Management's iShares US Telecommunications ETF position peaked at $5.03K in Q1 2026.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.