RPGK
IYZ icon

Retirement Planning Group (Kansas)’s iShares US Telecommunications ETF IYZ Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.09M Buy
25,848
+2,999
+13% +$127K 0.03% 222
2026
Q1 		$898K Buy
22,849
+1,706
+8% +$63.8K 0.03% 215
2025
Q4 		$717K Buy
21,143
+2,190
+12% +$71.8K 0.02% 222
2025
Q3 		$611K Buy
18,953
+711
+4% +$21.9K 0.02% 241
2025
Q2 		$543K Sell
18,242
-20,429
-53% -$562K 0.02% 206
2025
Q1 		$1.06M Buy
38,671
+17,511
+83% +$483K 0.05% 125
2024
Q4 		$568K Buy
21,160
+863
+4% +$23K 0.03% 179
2024
Q3 		$513K Buy
20,297
+1,618
+9% +$37.3K 0.03% 177
2024
Q2 		$406K Sell
18,679
-27,743
-60% -$588K 0.03% 172
2024
Q1 		$1.02M Hold
46,422
– – 0.08% 97
2023
Q4 		$1.06M Buy
46,422
+22,011
+90% +$472K 0.09% 75
2023
Q3 		$520K Sell
24,411
-2,576
-10% -$57K 0.06% 96
2023
Q2 		$596K Sell
26,987
-340
-1% -$7.43K 0.06% 96
2023
Q1 		$633K Hold
27,327
– – 0.07% 76
2022
Q4 		$613K Buy
27,327
+2,869
+12% +$64.1K 0.07% 77
2022
Q3 		$511K Buy
+24,458
New +$610K 0.06% 83

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

Retirement Planning Group (Kansas)'s IYZ Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares US Telecommunications ETF (IYZ) stake by 13% in Q2 2026, buying an estimated $127K and bringing the position to 25,848 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #222.

Retirement Planning Group (Kansas) first reported a position in IYZ in Q3 2022 and has held it in 16 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Retirement Planning Group (Kansas) held 25,848 shares of iShares US Telecommunications ETF worth $1.09M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 2,999 iShares US Telecommunications ETF shares in Q2 2026, an estimated $127K.
  • iShares US Telecommunications ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #222 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares US Telecommunications ETF in Q3 2022 and has held it in 16 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.