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IYZ icon

Strengthening Families & Communities LLC’s iShares US Telecommunications ETF IYZ Stock Holding History

Strengthening Families & Communities LLC’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 		$429K Buy
10,138
+20
+0.2% +$849 0.1% 127
2026
Q1 		$398K Buy
+10,118
New +$379K 0.1% 126
2025
Q4 		– Sell
-260,585
Closed -$8.36M – 559
2025
Q3 		$8.36M Buy
260,585
+259,337
+20,780% +$7.98M 1.86% 11
2025
Q2 		$34.2K Sell
1,248
-6,028
-83% -$166K 0.02% 174
2025
Q1 		$158K Buy
7,276
+6,827
+1,520% +$188K 0.1% 89
2024
Q4 		$12K Sell
449
-283,219
-100% -$7.56M 0.01% 219
2024
Q3 		$7.17M Buy
283,668
+14,507
+5% +$334K 1.84% 12
2024
Q2 		$5.85M Buy
+269,161
New +$5.71M 1.68% 13
2023
Q4 		– Sell
-216,281
Closed -$4.61M – 297
2023
Q3 		$4.61M Buy
216,281
+7,163
+3% +$158K 1.99% 10
2023
Q2 		$4.62M Buy
+209,118
New +$4.57M 2.02% 10
2022
Q4 		$4.3M Buy
191,529
+7,995
+4% +$179K 2.57% 7
2022
Q3 		$3.83M Buy
183,534
+183,475
+310,975% +$4.58M 2% 10
2022
Q2 		$2K Hold
59
– – ﹤0.01% 317
2022
Q1 		$2K Hold
59
– – ﹤0.01% 313
2021
Q4 		$3K Buy
+59
New +$1.9K ﹤0.01% 239

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

Strengthening Families & Communities LLC's IYZ Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its iShares US Telecommunications ETF (IYZ) stake by 0.2% in Q2 2026, buying an estimated $849 and bringing the position to 10,138 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #127.

Strengthening Families & Communities LLC first reported a position in IYZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.36M in Q3 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Strengthening Families & Communities LLC held 10,138 shares of iShares US Telecommunications ETF worth $429K as of Q2 2026.
  • Strengthening Families & Communities LLC bought 20 iShares US Telecommunications ETF shares in Q2 2026, an estimated $849.
  • iShares US Telecommunications ETF made up 0.1% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #127 holding.
  • Strengthening Families & Communities LLC first reported a position in iShares US Telecommunications ETF in Q4 2021 and has held it in 15 quarters since.
  • Strengthening Families & Communities LLC's iShares US Telecommunications ETF position peaked at $8.36M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.