Trek Financial
IYZ icon

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
Q3 		– Sell
-176,767
Closed -$7.48M – 551
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

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Three Seasons Wealth
Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Trek Financial's IYZ Position: Q3 2026 in Review

Trek Financial sold out of iShares US Telecommunications ETF (IYZ) in Q3 2026, closing a stake of 176,767 shares — an estimated $7.48M sold.

Trek Financial first reported a position in IYZ in Q3 2025 and held it in 2 quarters. The position peaked at $7.48M in Q2 2026. 166 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • Trek Financial reported no remaining iShares US Telecommunications ETF position as of Q3 2026 after selling out during the quarter.
  • Trek Financial sold 176,767 iShares US Telecommunications ETF shares in Q3 2026, an estimated $7.48M.
  • Trek Financial first reported a position in iShares US Telecommunications ETF in Q3 2025 and held it in 2 quarters.
  • Trek Financial's iShares US Telecommunications ETF position peaked at $7.48M in Q2 2026.
  • 166 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on Trek Financial's 13F filing for Q3 2026, filed 29 Oct 2026.