USA FINANCIAL FORMULAS’s iShares US Telecommunications ETF IYZ Stock Holding History

USA FINANCIAL FORMULAS’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	$5.75M	Buy	+135,906	New	+$5.77M	1.05%	11

Other funds holding IYZ

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

USA FINANCIAL FORMULAS's IYZ Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 135,906 shares worth $5.75M. The stake represents 1.05% of the portfolio and ranks #11 among its holdings.

89 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

USA FINANCIAL FORMULAS held 135,906 shares of iShares US Telecommunications ETF worth $5.75M as of Q2 2026.
iShares US Telecommunications ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares US Telecommunications ETF made up 1.05% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #11 holding.
89 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.