Summit Financial Consulting’s iShares US Telecommunications ETF IYZ Stock Holding History

Summit Financial Consulting’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	$7.73M	Sell	182,668 -39,851	-18%	-$1.69M	5.24%	7
2026 Q1	$8.75M	Sell	222,519 -5,736	-3%	-$215K	6.26%	4
2025 Q4	$7.74M	Buy	228,255 +17,509	+8%	+$574K	5.62%	4
2025 Q3	$6.8M	Sell	210,746 -12,421	-6%	-$382K	5.43%	5
2025 Q2	$6.65M	Sell	223,167 -222	-0.1%	-$6.1K	5.97%	2
2025 Q1	$6.12M	Buy	+223,389	New	+$6.17M	5.68%	3

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 $659M AUM 41.82% 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

Summit Financial Consulting's IYZ Position: Q2 2026 in Review

Summit Financial Consulting reduced its iShares US Telecommunications ETF (IYZ) stake by 18% in Q2 2026, selling an estimated $1.69M and leaving 182,668 shares worth $7.73M. The position accounts for 5.24% of the portfolio, ranked #7.

Summit Financial Consulting first reported a position in IYZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.75M in Q1 2026. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Summit Financial Consulting held 182,668 shares of iShares US Telecommunications ETF worth $7.73M as of Q2 2026.
Summit Financial Consulting sold 39,851 iShares US Telecommunications ETF shares in Q2 2026, an estimated $1.69M.
iShares US Telecommunications ETF made up 5.24% of Summit Financial Consulting's portfolio in Q2 2026, its #7 holding.
Summit Financial Consulting first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial Consulting's iShares US Telecommunications ETF position peaked at $8.75M in Q1 2026.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.