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Prosperity Capital Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Prosperity Capital Advisors’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 		$665K Buy
15,727
+9,201
+141% +$391K 0.03% 242
2026
Q1 		$257K Sell
6,526
-1,204
-16% -$45K 0.01% 353
2025
Q4 		$262K Sell
7,730
-2,793
-27% -$91.6K 0.02% 338
2025
Q3 		$339K Sell
10,523
-25,898
-71% -$797K 0.02% 332
2025
Q2 		$1.08M Buy
36,421
+13,814
+61% +$380K 0.07% 167
2025
Q1 		$621K Buy
22,607
+2,961
+15% +$81.8K 0.05% 210
2024
Q4 		$527K Buy
+19,646
New +$525K 0.04% 216

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Prosperity Capital Advisors's IYZ Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 141% in Q2 2026, buying an estimated $391K and bringing the position to 15,727 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #242.

Prosperity Capital Advisors first reported a position in IYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2025. 31 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Prosperity Capital Advisors held 15,727 shares of iShares US Telecommunications ETF worth $665K as of Q2 2026.
  • Prosperity Capital Advisors bought 9,201 iShares US Telecommunications ETF shares in Q2 2026, an estimated $391K.
  • iShares US Telecommunications ETF made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #242 holding.
  • Prosperity Capital Advisors first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 7 quarters since.
  • Prosperity Capital Advisors's iShares US Telecommunications ETF position peaked at $1.08M in Q2 2025.
  • 31 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.