Sherman Porfolios’s iShares US Telecommunications ETF IYZ Stock Holding History

Sherman Porfolios’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	$229K	Sell	5,814 -8,023	-58%	-$341K	0.02%	92
2026 Q1	$544K	Sell	13,837 -539,924	-98%	-$20.2M	0.04%	81
2025 Q4	$18.8M	Sell	553,761 -263,778	-32%	-$8.65M	1.28%	17
2025 Q3	$26.4M	Buy	817,539 +15,728	+2%	+$484K	9.42%	3
2025 Q2	$23.9M	Buy	+801,811	New	+$22M	9.4%	2
2024 Q4	$25.8M	Buy	+962,096	New	+$25.7M	11.2%	2

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

Sherman Porfolios's IYZ Position: Q2 2026 in Review

Sherman Porfolios reduced its iShares US Telecommunications ETF (IYZ) stake by 58% in Q2 2026, selling an estimated $341K and leaving 5,814 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #92.

Sherman Porfolios first reported a position in IYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.4M in Q3 2025. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Sherman Porfolios held 5,814 shares of iShares US Telecommunications ETF worth $229K as of Q2 2026.
Sherman Porfolios sold 8,023 iShares US Telecommunications ETF shares in Q2 2026, an estimated $341K.
iShares US Telecommunications ETF made up 0.02% of Sherman Porfolios's portfolio in Q2 2026, its #92 holding.
Sherman Porfolios first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 6 quarters since.
Sherman Porfolios's iShares US Telecommunications ETF position peaked at $26.4M in Q3 2025.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.