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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
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
+21,956
+12% +$480K 2.02% 10
2023
Q1 		$48.6K Sell
187,162
-4,367
-2% -$102K 0.99% 37
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 		$3 Buy
+59
New +$1.9K ﹤0.01% 239

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Citigroup
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
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

Strengthening Families & Communities LLC's IYZ Position: Q1 2026 in Review

Strengthening Families & Communities LLC opened a new position in iShares US Telecommunications ETF (IYZ) in Q1 2026: 10,118 shares worth $398K. The stake represents 0.1% of the portfolio and ranks #126 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in IYZ as recently as Q3 2025.

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. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Strengthening Families & Communities LLC held 10,118 shares of iShares US Telecommunications ETF worth $398K as of Q1 2026.
  • iShares US Telecommunications ETF was a new Strengthening Families & Communities LLC position in Q1 2026.
  • iShares US Telecommunications ETF made up 0.1% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #126 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.
  • 173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.