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Tucker Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Tucker Asset 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 		$14.3K Hold
337
– – ﹤0.01% 326
2026
Q1 		$13.3K Sell
337
-382
-53% -$14.3K ﹤0.01% 288
2025
Q4 		$24.4K Sell
719
-159
-18% -$5.21K 0.01% 422
2025
Q3 		$28.3K Buy
+878
New +$27K 0.01% 211

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

Tucker Asset Management's IYZ Position: Q2 2026 in Review

Tucker Asset Management held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 337 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Tucker Asset Management first reported a position in IYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.3K in Q3 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Tucker Asset Management held 337 shares of iShares US Telecommunications ETF worth $14.3K as of Q2 2026.
  • Tucker Asset Management left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
  • iShares US Telecommunications ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #326 holding.
  • Tucker Asset Management first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 4 quarters since.
  • Tucker Asset Management's iShares US Telecommunications ETF position peaked at $28.3K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.