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Sharp Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Sharp Financial Services’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 		$7.25M Buy
+171,282
New +$7.27M 3.36% 9
2025
Q1 		– Sell
-193,820
Closed -$5.2M – 98
2024
Q4 		$5.2M Buy
+193,820
New +$5.17M 3.95% 8

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

Sharp Financial Services's IYZ Position: Q2 2026 in Review

Sharp Financial Services opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 171,282 shares worth $7.25M. The stake represents 3.36% of the portfolio and ranks #9 among its holdings. This is a return to the name: Sharp Financial Services previously reported a position in IYZ as recently as Q4 2024.

Sharp Financial Services first reported a position in IYZ in Q4 2024 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Sharp Financial Services held 171,282 shares of iShares US Telecommunications ETF worth $7.25M as of Q2 2026.
  • iShares US Telecommunications ETF was a new Sharp Financial Services position in Q2 2026.
  • iShares US Telecommunications ETF made up 3.36% of Sharp Financial Services's portfolio in Q2 2026, its #9 holding.
  • Sharp Financial Services first reported a position in iShares US Telecommunications ETF in Q4 2024 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 Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.