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Triumph Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Triumph Capital 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 		$85 Hold
2
– – ﹤0.01% 1830
2026
Q1 		$79 Hold
2
– – ﹤0.01% 1808
2025
Q4 		$68 Buy
+2
New +$66 ﹤0.01% 1746

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

Triumph Capital Management's IYZ Position: Q2 2026 in Review

Triumph Capital Management held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 2 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Triumph Capital Management first reported a position in IYZ in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Triumph Capital Management held 2 shares of iShares US Telecommunications ETF worth $85 as of Q2 2026.
  • Triumph Capital Management left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
  • iShares US Telecommunications ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1830 holding.
  • Triumph Capital Management first reported a position in iShares US Telecommunications ETF in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.