PRS
IYZ icon

Pinkerton Retirement Specialists’s iShares US Telecommunications ETF IYZ Stock Holding History

Pinkerton Retirement Specialists’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 		– Sell
-1,748,579
Closed -$59.3M – 128
2026
Q1 		$59.3M Buy
1,748,579
+494,925
+39% +$18.5M 5.39% 2
2025
Q4 		$42.5M Buy
1,253,654
+54,456
+5% +$1.79M 4.36% 3
2025
Q3 		$38.7M Buy
1,199,198
+45,196
+4% +$1.39M 4.16% 5
2025
Q2 		$34.4M Buy
+1,154,002
New +$31.7M 4.1% 3
2025
Q1 		– Sell
-440,603
Closed -$11.8M – 128
2024
Q4 		$11.8M Buy
+440,603
New +$11.8M 1.71% 12

Other funds holding IYZ

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pinkerton Retirement Specialists's IYZ Position: Q2 2026 in Review

Pinkerton Retirement Specialists sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 1,748,579 shares — an estimated $59.3M sold.

Pinkerton Retirement Specialists first reported a position in IYZ in Q4 2024 and held it in 5 quarters. The position peaked at $59.3M in Q1 2026. 79 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Pinkerton Retirement Specialists reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 1,748,579 iShares US Telecommunications ETF shares in Q2 2026, an estimated $59.3M.
  • Pinkerton Retirement Specialists first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 5 quarters.
  • Pinkerton Retirement Specialists's iShares US Telecommunications ETF position peaked at $59.3M in Q1 2026.
  • 79 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.