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

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

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. 211 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.
211 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.