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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Sanctuary Advisors's IYZ Position: Q1 2026 in Review

Sanctuary Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 9.2% in Q1 2026, selling an estimated $212K and leaving 55,831 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #916.

Sanctuary Advisors first reported a position in IYZ in Q2 2024 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Sanctuary Advisors held 55,831 shares of iShares US Telecommunications ETF worth $2.2M as of Q1 2026.
Sanctuary Advisors sold 5,660 iShares US Telecommunications ETF shares in Q1 2026, an estimated $212K.
iShares US Telecommunications ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #916 holding.
Sanctuary Advisors first reported a position in iShares US Telecommunications ETF in Q2 2024 and has held it in 8 quarters since.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.