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IYZ icon

Sunbelt Securities’s iShares US Telecommunications ETF IYZ Stock Holding History

Sunbelt Securities’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 		$429K Buy
10,914
+10,382
+1,952% +$388K 0.03% 449
2025
Q4 		$18K Buy
532
+2
+0.4% +$66 ﹤0.01% 1284
2025
Q3 		$17.1K Buy
530
+430
+430% +$13.2K ﹤0.01% 1308
2025
Q2 		$2.68K Hold
100
– – ﹤0.01% 1551
2025
Q1 		$2.74K Hold
100
– – ﹤0.01% 1528
2024
Q4 		$2.68K Hold
100
– – ﹤0.01% 1554
2024
Q3 		$2.53K Hold
100
– – ﹤0.01% 1575
2024
Q2 		$2.17K Hold
100
– – ﹤0.01% 1542
2024
Q1 		$2.2K Hold
100
– – ﹤0.01% 1508
2023
Q4 		$2.28K Sell
100
-314
-76% -$6.73K ﹤0.01% 1446
2023
Q3 		$8.82K Sell
414
-2,315
-85% -$51.2K ﹤0.01% 1184
2023
Q2 		$60.3K Sell
2,729
-399
-13% -$8.72K 0.01% 748
2023
Q1 		$70.9K Buy
+3,128
New +$72.9K 0.01% 666
2022
Q1 		– Sell
-7,742
Closed -$237K – 473
2021
Q4 		$237K Buy
7,742
+1,016
+15% +$32.7K 0.04% 414
2021
Q3 		$223K Hold
6,726
– – 0.04% 405
2021
Q2 		$223K Buy
6,726
+137
+2% +$4.54K 0.04% 403
2021
Q1 		$213K Buy
+6,589
New +$208K 0.04% 388
2019
Q2 		– Sell
-6,810
Closed -$203K – 265
2019
Q1 		$203K Buy
+6,810
New +$195K 0.1% 221
2018
Q4 		– Sell
-6,744
Closed -$201K – 234
2018
Q3 		$201K Buy
+6,744
New +$195K 0.11% 212

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
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
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
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

Sunbelt Securities's IYZ Position: Q1 2026 in Review

Sunbelt Securities increased its iShares US Telecommunications ETF (IYZ) stake by 1,952% in Q1 2026, buying an estimated $388K and bringing the position to 10,914 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #449.

Sunbelt Securities first reported a position in IYZ in Q3 2018 and has held it in 19 quarters since. 177 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

  • Sunbelt Securities held 10,914 shares of iShares US Telecommunications ETF worth $429K as of Q1 2026.
  • Sunbelt Securities bought 10,382 iShares US Telecommunications ETF shares in Q1 2026, an estimated $388K.
  • iShares US Telecommunications ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #449 holding.
  • Sunbelt Securities first reported a position in iShares US Telecommunications ETF in Q3 2018 and has held it in 19 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.