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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
Q2 		$1.32M Buy
31,169
+3,699
+13% +$157K 0.09% 79
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

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

SHP Wealth Management's IYZ Position: Q2 2026 in Review

SHP Wealth Management increased its iShares US Telecommunications ETF (IYZ) stake by 13% in Q2 2026, buying an estimated $157K and bringing the position to 31,169 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #79.

SHP Wealth Management first reported a position in IYZ in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • SHP Wealth Management held 31,169 shares of iShares US Telecommunications ETF worth $1.32M as of Q2 2026.
  • SHP Wealth Management bought 3,699 iShares US Telecommunications ETF shares in Q2 2026, an estimated $157K.
  • iShares US Telecommunications ETF made up 0.09% of SHP Wealth Management's portfolio in Q2 2026, its #79 holding.
  • SHP Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.