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SHP Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

SHP Wealth Management’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 		$1.08M Buy
27,470
+7,171
+35% +$268K 0.08% 77
2025
Q4 		$688K Buy
+20,299
New +$665K 0.05% 114

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
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

SHP Wealth Management's IYZ Position: Q1 2026 in Review

SHP Wealth Management increased its iShares US Telecommunications ETF (IYZ) stake by 35% in Q1 2026, buying an estimated $268K and bringing the position to 27,470 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #77.

SHP Wealth Management first reported a position in IYZ in Q4 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • SHP Wealth Management held 27,470 shares of iShares US Telecommunications ETF worth $1.08M as of Q1 2026.
  • SHP Wealth Management bought 7,171 iShares US Telecommunications ETF shares in Q1 2026, an estimated $268K.
  • iShares US Telecommunications ETF made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #77 holding.
  • SHP Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2025 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.