Stratos Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Stratos Investment 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	$585K	Buy	13,822 +1,160	+9%	+$49.3K	0.02%	247
2026 Q1	$498K	Buy	12,662 +1,647	+15%	+$61.6K	0.02%	252
2025 Q4	$373K	Buy	11,015 +199	+2%	+$6.52K	0.02%	265
2025 Q3	$349K	Buy	10,816 +3,025	+39%	+$93.1K	0.01%	281
2025 Q2	$232K	Sell	7,791 -801	-9%	-$22K	0.01%	331
2025 Q1	$235K	Buy	+8,592	New	+$237K	0.01%	283

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 $620M AUM 32.35% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Stratos Investment Management's IYZ Position: Q2 2026 in Review

Stratos Investment Management increased its iShares US Telecommunications ETF (IYZ) stake by 9.2% in Q2 2026, buying an estimated $49.3K and bringing the position to 13,822 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #247.

Stratos Investment Management first reported a position in IYZ in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Stratos Investment Management held 13,822 shares of iShares US Telecommunications ETF worth $585K as of Q2 2026.
Stratos Investment Management bought 1,160 iShares US Telecommunications ETF shares in Q2 2026, an estimated $49.3K.
iShares US Telecommunications ETF made up 0.02% of Stratos Investment Management's portfolio in Q2 2026, its #247 holding.
Stratos Investment Management first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.