Three Seasons Wealth’s iShares US Telecommunications ETF IYZ Stock Holding History

Three Seasons Wealth’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	$10.5M	Buy	249,263 +121,621	+95%	+$5.16M	0.96%	8
2026 Q1	$5.02M	Sell	127,642 -164,940	-56%	-$6.17M	1.92%	10
2025 Q4	$9.92M	Buy	292,582 +21,895	+8%	+$718K	0.95%	6
2025 Q3	$8.73M	Buy	+270,687	New	+$8.33M	0.87%	8
2025 Q1	–	Sell	-228,393	Closed	-$6.13M	–	120
2024 Q4	$6.13M	Buy	228,393 +10,026	+5%	+$268K	2.99%	9
2024 Q3	$5.52M	Buy	+218,367	New	+$5.03M	2.9%	9

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

Three Seasons Wealth's IYZ Position: Q2 2026 in Review

Three Seasons Wealth increased its iShares US Telecommunications ETF (IYZ) stake by 95% in Q2 2026, buying an estimated $5.16M and bringing the position to 249,263 shares worth $10.5M. The position accounts for 0.96% of the portfolio, ranked #8.

Three Seasons Wealth first reported a position in IYZ in Q3 2024 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Three Seasons Wealth held 249,263 shares of iShares US Telecommunications ETF worth $10.5M as of Q2 2026.
Three Seasons Wealth bought 121,621 iShares US Telecommunications ETF shares in Q2 2026, an estimated $5.16M.
iShares US Telecommunications ETF made up 0.96% of Three Seasons Wealth's portfolio in Q2 2026, its #8 holding.
Three Seasons Wealth first reported a position in iShares US Telecommunications ETF in Q3 2024 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.