Stifel Financial
IYZ icon

Stifel Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Stifel Financial’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 		$6.24M Buy
147,562
+114,424
+345% +$4.86M 0.01% 1281
2026
Q1 		$1.3M Buy
33,138
+561
+2% +$21K ﹤0.01% 2265
2025
Q4 		$1.1M Sell
32,577
-514
-2% -$16.9K ﹤0.01% 2374
2025
Q3 		$1.07M Sell
33,091
-444
-1% -$13.7K ﹤0.01% 2354
2025
Q2 		$999K Buy
+33,535
New +$922K ﹤0.01% 2334
2024
Q2 		– Sell
-35,328
Closed -$777K – 3415
2024
Q1 		$777K Buy
+35,328
New +$793K ﹤0.01% 2342
2023
Q2 		– Sell
-56,005
Closed -$1.3M – 3366
2023
Q1 		$1.3M Sell
56,005
-6,935
-11% -$162K ﹤0.01% 1865
2022
Q4 		$1.41M Buy
62,940
+3,253
+5% +$72.6K ﹤0.01% 1764
2022
Q3 		$1.25M Buy
59,687
+1,392
+2% +$34.7K ﹤0.01% 1804
2022
Q2 		$1.47M Buy
58,295
+6,554
+13% +$177K ﹤0.01% 1719
2022
Q1 		$1.55M Buy
51,741
+7,966
+18% +$243K ﹤0.01% 1818
2021
Q4 		$1.44M Buy
43,775
+32,131
+276% +$1.03M ﹤0.01% 1856
2021
Q3 		$378K Buy
11,644
+1,816
+18% +$61.2K ﹤0.01% 2748
2021
Q2 		$326K Buy
9,828
+2,056
+26% +$68.2K ﹤0.01% 2851
2021
Q1 		$251K Buy
+7,772
New +$246K ﹤0.01% 2891
2020
Q1 		– Sell
-6,735
Closed -$202K – 2960
2019
Q4 		$202K Sell
6,735
-166
-2% -$4.89K ﹤0.01% 2768
2019
Q3 		$203K Buy
+6,901
New +$202K ﹤0.01% 2652
2019
Q2 		– Sell
-9,446
Closed -$282K – 3006
2019
Q1 		$282K Sell
9,446
-3,091
-25% -$88.5K ﹤0.01% 2404
2018
Q4 		$330K Buy
12,537
+4,898
+64% +$137K ﹤0.01% 2176
2018
Q3 		$224K Buy
7,639
+75
+1% +$2.16K ﹤0.01% 2521
2018
Q2 		$209K Buy
+7,564
New +$208K ﹤0.01% 2530
2015
Q2 		– Sell
-37,860
Closed -$1.14M – 2387
2015
Q1 		$1.14M Buy
+37,860
New +$1.14M 0.01% 1224
2014
Q3 		– Sell
-35,748
Closed -$1.08M – 2276
2014
Q2 		$1.08M Buy
35,748
+1,649
+5% +$48.9K 0.01% 1078
2014
Q1 		$1.02M Buy
+34,099
New +$996K 0.01% 1066

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

Stifel Financial's IYZ Position: Q2 2026 in Review

Stifel Financial increased its iShares US Telecommunications ETF (IYZ) stake by 345% in Q2 2026, buying an estimated $4.86M and bringing the position to 147,562 shares worth $6.24M. The position accounts for 0.01% of the portfolio, ranked #1281.

Stifel Financial first reported a position in IYZ in Q1 2014 and has held it in 24 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Stifel Financial held 147,562 shares of iShares US Telecommunications ETF worth $6.24M as of Q2 2026.
  • Stifel Financial bought 114,424 iShares US Telecommunications ETF shares in Q2 2026, an estimated $4.86M.
  • iShares US Telecommunications ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1281 holding.
  • Stifel Financial first reported a position in iShares US Telecommunications ETF in Q1 2014 and has held it in 24 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.