Private Trust Company’s iShares US Telecommunications ETF IYZ Stock Holding History

Private Trust Company’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	$26.7K	Buy	632 +132	+26%	+$5.61K	﹤0.01%	1653
2026 Q1	$19.7K	Hold	500	–	–	﹤0.01%	1708
2025 Q4	$16.9K	Buy	+500	New	+$16.4K	﹤0.01%	1743
2014 Q4	–	Sell	-455	Closed	-$14K	–	740
2014 Q3	$14K	Hold	455	–	–	﹤0.01%	966
2014 Q2	$14K	Hold	455	–	–	﹤0.01%	965
2014 Q1	$14K	Hold	455	–	–	0.01%	842
2013 Q4	$14K	Hold	455	–	–	0.01%	827
2013 Q3	$13K	Hold	455	–	–	0.01%	809
2013 Q2	$12K	Buy	+455	New	+$11.9K	0.01%	793

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

Private Trust Company's IYZ Position: Q2 2026 in Review

Private Trust Company increased its iShares US Telecommunications ETF (IYZ) stake by 26% in Q2 2026, buying an estimated $5.61K and bringing the position to 632 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Private Trust Company first reported a position in IYZ in Q2 2013 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Private Trust Company held 632 shares of iShares US Telecommunications ETF worth $26.7K as of Q2 2026.
Private Trust Company bought 132 iShares US Telecommunications ETF shares in Q2 2026, an estimated $5.61K.
iShares US Telecommunications ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1653 holding.
Private Trust Company first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.