Stratos Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Stratos Wealth Advisors’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	–	Sell	-8,379	Closed	-$284K	–	648
2025 Q4	$284K	Buy	8,379 +254	+3%	+$8.33K	0.01%	537
2025 Q3	$262K	Buy	+8,125	New	+$250K	0.01%	583
2025 Q2	–	Sell	-8,705	Closed	-$238K	–	696
2025 Q1	$238K	Sell	8,705 -752	-8%	-$20.8K	0.01%	592
2024 Q4	$254K	Buy	+9,457	New	+$252K	0.01%	616
2020 Q2	–	Sell	-372	Closed	-$9K	–	329
2020 Q1	$9K	Buy	+372	New	+$10.6K	0.01%	245

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Stratos Wealth Advisors's IYZ Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 8,379 shares — an estimated $284K sold.

Stratos Wealth Advisors first reported a position in IYZ in Q1 2020 and held it in 5 quarters. The position peaked at $284K in Q4 2025. 177 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Stratos Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 8,379 iShares US Telecommunications ETF shares in Q1 2026, an estimated $284K.
Stratos Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q1 2020 and held it in 5 quarters.
Stratos Wealth Advisors's iShares US Telecommunications ETF position peaked at $284K in Q4 2025.
177 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.