TF
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Trek Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Trek Financial’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 		$7.48M Buy
+176,767
New +$7.51M 0.37% 78
2025
Q4 		– Sell
-165,233
Closed -$5.33M – 479
2025
Q3 		$5.33M Buy
+165,233
New +$5.08M 0.32% 83

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

Trek Financial's IYZ Position: Q2 2026 in Review

Trek Financial opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 176,767 shares worth $7.48M. The stake represents 0.37% of the portfolio and ranks #78 among its holdings. This is a return to the name: Trek Financial previously reported a position in IYZ as recently as Q3 2025.

Trek Financial first reported a position in IYZ in Q3 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Trek Financial held 176,767 shares of iShares US Telecommunications ETF worth $7.48M as of Q2 2026.
  • iShares US Telecommunications ETF was a new Trek Financial position in Q2 2026.
  • iShares US Telecommunications ETF made up 0.37% of Trek Financial's portfolio in Q2 2026, its #78 holding.
  • Trek Financial first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.