Ritter Daniher Financial Advisory’s iShares US Telecommunications ETF IYZ Stock Holding History

Ritter Daniher Financial Advisory’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	$720	Hold	17	–	–	﹤0.01%	571
2026 Q1	$669	Hold	17	–	–	﹤0.01%	563
2025 Q4	$577	Hold	17	–	–	﹤0.01%	576
2025 Q3	$549	Hold	17	–	–	﹤0.01%	448
2025 Q2	$507	Hold	17	–	–	﹤0.01%	325
2025 Q1	$466	Hold	17	–	–	﹤0.01%	307
2024 Q4	$457	Hold	17	–	–	﹤0.01%	306
2024 Q3	$430	Hold	17	–	–	﹤0.01%	309
2024 Q2	$370	Hold	17	–	–	﹤0.01%	304
2024 Q1	$374	Hold	17	–	–	﹤0.01%	297
2023 Q4	$387	Hold	17	–	–	﹤0.01%	341
2023 Q3	$363	Hold	17	–	–	﹤0.01%	347
2023 Q2	$376	Hold	17	–	–	﹤0.01%	318
2023 Q1	$394	Hold	17	–	–	﹤0.01%	285
2022 Q4	$381	Buy	+17	New	+$380	﹤0.01%	278

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

Ritter Daniher Financial Advisory's IYZ Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 17 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Ritter Daniher Financial Advisory first reported a position in IYZ in Q4 2022 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Ritter Daniher Financial Advisory held 17 shares of iShares US Telecommunications ETF worth $720 as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #571 holding.
Ritter Daniher Financial Advisory first reported a position in iShares US Telecommunications ETF in Q4 2022 and has held it in 15 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.