Sanctuary Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Sanctuary 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	$2.37M	Buy	56,115 +284	+0.5%	+$12.1K	0.01%	966
2026 Q1	$2.2M	Sell	55,831 -5,660	-9%	-$212K	0.01%	916
2025 Q4	$2.08M	Buy	61,491 +9,920	+19%	+$325K	0.01%	913
2025 Q3	$1.66M	Sell	51,571 -237	-0.5%	-$7.29K	0.01%	1001
2025 Q2	$1.54M	Sell	51,808 -2,634	-5%	-$72.4K	0.01%	966
2025 Q1	$1.49M	Sell	54,442 -3,048	-5%	-$84.2K	0.01%	924
2024 Q4	$1.57M	Buy	57,490 +2,276	+4%	+$60.8K	0.01%	1003
2024 Q3	$1.53M	Buy	55,214 +2,080	+4%	+$47.9K	0.01%	1030
2024 Q2	$1.1M	Buy	+53,134	New	+$1.13M	0.01%	1149

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

Sanctuary Advisors's IYZ Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 0.51% in Q2 2026, buying an estimated $12.1K and bringing the position to 56,115 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #966.

Sanctuary Advisors first reported a position in IYZ in Q2 2024 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Sanctuary Advisors held 56,115 shares of iShares US Telecommunications ETF worth $2.37M as of Q2 2026.
Sanctuary Advisors bought 284 iShares US Telecommunications ETF shares in Q2 2026, an estimated $12.1K.
iShares US Telecommunications ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #966 holding.
Sanctuary Advisors first reported a position in iShares US Telecommunications ETF in Q2 2024 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.