Prospera Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Prospera Financial Services’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	$13.8M	Buy	325,656 +312,703	+2,414%	+$13.3M	0.2%	113
2026 Q1	$509K	Buy	+12,953	New	+$485K	0.01%	971
2022 Q2	–	Sell	-306	Closed	-$9K	–	2132
2022 Q1	$9K	Buy	+306	New	+$9.34K	﹤0.01%	2082
2020 Q4	–	Sell	-250	Closed	-$7K	–	1118
2020 Q3	$7K	Buy	+250	New	+$7.08K	﹤0.01%	1209

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

Prospera Financial Services's IYZ Position: Q2 2026 in Review

Prospera Financial Services increased its iShares US Telecommunications ETF (IYZ) stake by 2,414% in Q2 2026, buying an estimated $13.3M and bringing the position to 325,656 shares worth $13.8M. The position accounts for 0.2% of the portfolio, ranked #113.

Prospera Financial Services first reported a position in IYZ in Q3 2020 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Prospera Financial Services held 325,656 shares of iShares US Telecommunications ETF worth $13.8M as of Q2 2026.
Prospera Financial Services bought 312,703 iShares US Telecommunications ETF shares in Q2 2026, an estimated $13.3M.
iShares US Telecommunications ETF made up 0.2% of Prospera Financial Services's portfolio in Q2 2026, its #113 holding.
Prospera Financial Services first reported a position in iShares US Telecommunications ETF in Q3 2020 and has held it in 4 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.