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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
Q2 		$71.9K Hold
1,700
– – ﹤0.01% 460
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

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

Strategic Wealth Partners's IYZ Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 1,700 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Strategic Wealth Partners first reported a position in IYZ in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Strategic Wealth Partners held 1,700 shares of iShares US Telecommunications ETF worth $71.9K as of Q2 2026.
  • Strategic Wealth Partners left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
  • iShares US Telecommunications ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #460 holding.
  • Strategic Wealth Partners first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.