Simplex Trading
IYZ icon

Simplex Trading’s iShares US Telecommunications ETF IYZ Stock Holding History

Simplex Trading’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 		$579K Buy
13,696
+10,411
+317% +$442K ﹤0.01% 3421
2026
Q1 		$129K Buy
+3,285
New +$123K ﹤0.01% 4789
2024
Q3 		– Sell
-9,961
Closed -$216K – 9011
2024
Q2 		$216K Buy
+9,961
New +$211K ﹤0.01% 4580
2023
Q3 		– Sell
-994
Closed -$21K – 9216
2023
Q2 		$21K Buy
+994
New +$21.7K ﹤0.01% 6721
2022
Q2 		– Sell
-2,131
Closed -$63K – 10496
2022
Q1 		$63K Sell
2,131
-714
-25% -$21.8K ﹤0.01% 6814
2021
Q4 		$93K Sell
2,845
-12,826
-82% -$413K ﹤0.01% 6377
2021
Q3 		$523K Hold
15,671
– – ﹤0.01% 4041
2021
Q2 		$520K Buy
15,671
+4,239
+37% +$141K ﹤0.01% 4106
2021
Q1 		$369K Buy
11,432
+4,870
+74% +$154K ﹤0.01% 3845
2020
Q4 		$198K Buy
6,562
+168
+3% +$4.86K ﹤0.01% 4613
2020
Q3 		$173K Buy
+6,394
New +$181K ﹤0.01% 4292
2019
Q2 		– Sell
-1,492
Closed -$44K – 7436
2019
Q1 		$44K Buy
1,492
+1,350
+951% +$38.6K ﹤0.01% 5110
2018
Q4 		$3K Sell
142
-2,180
-94% -$61.1K ﹤0.01% 6423
2018
Q3 		$69K Buy
+2,322
New +$67K ﹤0.01% 4834
2017
Q3 		– Sell
-96
Closed -$3K – 6229
2017
Q2 		$3K Sell
96
-2,191
-96% -$72.5K ﹤0.01% 4962
2017
Q1 		$73K Sell
2,287
-286
-11% -$9.72K ﹤0.01% 2012
2016
Q4 		$88K Buy
+2,573
New +$82.8K 0.01% 1640
2015
Q4 		– Sell
-4,491
Closed -$121K – 5742
2015
Q3 		$121K Buy
+4,491
New +$128K 0.01% 1270

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

Simplex Trading's IYZ Position: Q2 2026 in Review

Simplex Trading increased its iShares US Telecommunications ETF (IYZ) stake by 317% in Q2 2026, buying an estimated $442K and bringing the position to 13,696 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

Simplex Trading first reported a position in IYZ in Q3 2015 and has held it in 18 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Simplex Trading held 13,696 shares of iShares US Telecommunications ETF worth $579K as of Q2 2026.
  • Simplex Trading bought 10,411 iShares US Telecommunications ETF shares in Q2 2026, an estimated $442K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3421 holding.
  • Simplex Trading first reported a position in iShares US Telecommunications ETF in Q3 2015 and has held it in 18 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.