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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

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

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. 211 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.
  • 211 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.