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

Synergy Investment 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	-125	Closed	-$4.92K	–	1139
2026 Q1	$4.92K	Buy	+125	New	+$4.68K	﹤0.01%	582
2025 Q2	–	Sell	-125	Closed	-$3.42K	–	340
2025 Q1	$3.42K	Hold	125	–	–	﹤0.01%	494
2024 Q4	$3.35K	Buy	+125	New	+$3.34K	﹤0.01%	516

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

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

Synergy Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2026, closing a stake of 125 shares — an estimated $4.92K sold.

Synergy Investment Management first reported a position in IYZ in Q4 2024 and held it in 3 quarters. The position peaked at $4.92K in Q1 2026. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Synergy Investment Management reported no remaining iShares US Telecommunications ETF position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 125 iShares US Telecommunications ETF shares in Q2 2026, an estimated $4.92K.
Synergy Investment Management first reported a position in iShares US Telecommunications ETF in Q4 2024 and held it in 3 quarters.
Synergy Investment Management's iShares US Telecommunications ETF position peaked at $4.92K in Q1 2026.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.