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Synergy Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Synergy Asset Management’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 		– Sell
-17,365
Closed -$683K – 302
2026
Q1 		$683K Buy
17,365
+11,322
+187% +$424K 0.07% 132
2025
Q4 		$205K Buy
+6,043
New +$198K 0.02% 218

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

Synergy Asset Management's IYZ Position: Q2 2026 in Review

Synergy Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 17,365 shares — an estimated $683K sold.

Synergy Asset Management first reported a position in IYZ in Q4 2025 and held it in 2 quarters. The position peaked at $683K in Q1 2026. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Synergy Asset Management reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 17,365 iShares US Telecommunications ETF shares in Q2 2026, an estimated $683K.
  • Synergy Asset Management first reported a position in iShares US Telecommunications ETF in Q4 2025 and held it in 2 quarters.
  • Synergy Asset Management's iShares US Telecommunications ETF position peaked at $683K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.