PAG
IYZ icon

Private Advisor Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Private Advisor Group’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 		$1.12M Buy
26,467
+11,894
+82% +$505K 0.01% 1311
2026
Q1 		$573K Sell
14,573
-6,980
-32% -$261K ﹤0.01% 1775
2025
Q4 		$731K Sell
21,553
-9,585
-31% -$314K ﹤0.01% 1587
2025
Q3 		$1M Buy
31,138
+1,391
+5% +$42.8K ﹤0.01% 1367
2025
Q2 		$886K Buy
+29,747
New +$818K ﹤0.01% 1378
2024
Q1 		– Sell
-11,092
Closed -$252K – 2380
2023
Q4 		$252K Buy
+11,092
New +$238K ﹤0.01% 1896
2022
Q1 		– Sell
-6,122
Closed -$201K – 2190
2021
Q4 		$201K Sell
6,122
-1,555
-20% -$50K ﹤0.01% 1930
2021
Q3 		$249K Sell
7,677
-234
-3% -$7.89K ﹤0.01% 1781
2021
Q2 		$263K Sell
7,911
-277
-3% -$9.19K ﹤0.01% 1701
2021
Q1 		$265K Buy
8,188
+1,001
+14% +$31.6K ﹤0.01% 1613
2020
Q4 		$217K Buy
+7,187
New +$208K ﹤0.01% 1594
2020
Q3 		– Sell
-1,921
Closed -$53K – 2531
2020
Q2 		$53K Buy
+1,921
New +$52.2K ﹤0.01% 2075
2019
Q2 		– Sell
-32,890
Closed -$978K – 1705
2019
Q1 		$978K Buy
32,890
+5,734
+21% +$164K 0.02% 678
2018
Q4 		$716K Buy
27,156
+15,230
+128% +$427K 0.02% 699
2018
Q3 		$355K Buy
11,926
+4,488
+60% +$129K 0.01% 1144
2018
Q2 		$206K Buy
+7,438
New +$204K ﹤0.01% 1172
2017
Q1 		– Sell
-9,410
Closed -$334K – 1437
2016
Q4 		$334K Buy
9,410
+1,883
+25% +$60.6K 0.01% 905
2016
Q3 		$240K Sell
7,527
-32,056
-81% -$1.06M 0.01% 932
2016
Q2 		$1.32M Buy
39,583
+4,289
+12% +$134K 0.05% 342
2016
Q1 		$1.08M Buy
35,294
+23,932
+211% +$678K 0.05% 353
2015
Q4 		$327K Buy
11,362
+789
+7% +$23K 0.02% 752
2015
Q3 		$285K Buy
+10,573
New +$303K 0.02% 758
2014
Q4 		– Sell
-2,457
Closed -$74K – 1163
2014
Q3 		$74K Buy
+2,457
New +$74.7K 0.01% 1002

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

Private Advisor Group's IYZ Position: Q2 2026 in Review

Private Advisor Group increased its iShares US Telecommunications ETF (IYZ) stake by 82% in Q2 2026, buying an estimated $505K and bringing the position to 26,467 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1311.

Private Advisor Group first reported a position in IYZ in Q3 2014 and has held it in 23 quarters since. The position peaked at $1.32M in Q2 2016. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Private Advisor Group held 26,467 shares of iShares US Telecommunications ETF worth $1.12M as of Q2 2026.
  • Private Advisor Group bought 11,894 iShares US Telecommunications ETF shares in Q2 2026, an estimated $505K.
  • iShares US Telecommunications ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1311 holding.
  • Private Advisor Group first reported a position in iShares US Telecommunications ETF in Q3 2014 and has held it in 23 quarters since.
  • Private Advisor Group's iShares US Telecommunications ETF position peaked at $1.32M in Q2 2016.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.