Smartleaf Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Smartleaf Asset 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	$28K	Hold	660	–	–	﹤0.01%	1829
2026 Q1	$25.5K	Sell	660 -14	-2%	-$524	﹤0.01%	1816
2025 Q4	$22.9K	Sell	674 -7,902	-92%	-$259K	﹤0.01%	1952
2025 Q3	$275K	Sell	8,576 -623	-7%	-$19.2K	0.02%	625
2025 Q2	$270K	Buy	+9,199	New	+$253K	0.02%	508

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

Smartleaf Asset Management's IYZ Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 660 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Smartleaf Asset Management first reported a position in IYZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $275K in Q3 2025. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Smartleaf Asset Management held 660 shares of iShares US Telecommunications ETF worth $28K as of Q2 2026.
Smartleaf Asset Management left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1829 holding.
Smartleaf Asset Management first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 5 quarters since.
Smartleaf Asset Management's iShares US Telecommunications ETF position peaked at $275K in Q3 2025.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.