Strategic Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Strategic Wealth Partners’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	$66.8K	Hold	1,700	–	–	﹤0.01%	462
2025 Q4	$57.6K	Buy	1,700 +450	+36%	+$14.8K	﹤0.01%	500
2025 Q3	$40.3K	Hold	1,250	–	–	﹤0.01%	596
2025 Q2	$37.2K	Buy	+1,250	New	+$34.4K	﹤0.01%	548

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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 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

Strategic Wealth Partners's IYZ Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares US Telecommunications ETF (IYZ) position steady in Q1 2026 at 1,700 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Strategic Wealth Partners first reported a position in IYZ in Q2 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Strategic Wealth Partners held 1,700 shares of iShares US Telecommunications ETF worth $66.8K as of Q1 2026.
Strategic Wealth Partners left its iShares US Telecommunications ETF share count unchanged in Q1 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #462 holding.
Strategic Wealth Partners first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 4 quarters since.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.