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Sacks & Associates’s iShares US Telecommunications ETF IYZ Stock Holding History

Sacks & Associates’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 		$1.82M Buy
44,326
+4,756
+12% +$202K 1.23% 26
2026
Q1 		$1.56M Buy
+39,570
New +$1.48M 1.16% 24

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

Sacks & Associates's IYZ Position: Q2 2026 in Review

Sacks & Associates increased its iShares US Telecommunications ETF (IYZ) stake by 12% in Q2 2026, buying an estimated $202K and bringing the position to 44,326 shares worth $1.82M. The position accounts for 1.23% of the portfolio, ranked #26.

Sacks & Associates first reported a position in IYZ in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Sacks & Associates held 44,326 shares of iShares US Telecommunications ETF worth $1.82M as of Q2 2026.
  • Sacks & Associates bought 4,756 iShares US Telecommunications ETF shares in Q2 2026, an estimated $202K.
  • iShares US Telecommunications ETF made up 1.23% of Sacks & Associates's portfolio in Q2 2026, its #26 holding.
  • Sacks & Associates first reported a position in iShares US Telecommunications ETF in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.