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 Q1	–	Sell	-80,884	Closed	-$2.74M	–	491
2025 Q4	$2.74M	Sell	80,884 -11,407	-12%	-$374K	0.5%	11
2025 Q3	$2.98M	Sell	92,291 -29,710	-24%	-$914K	0.52%	12
2025 Q2	$3.63M	Buy	+122,001	New	+$3.35M	0.62%	15

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

USA Financial Formulas's IYZ Position: Q1 2026 in Review

USA Financial Formulas sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 80,884 shares — an estimated $2.74M sold.

USA Financial Formulas first reported a position in IYZ in Q2 2025 and held it in 3 quarters. The position peaked at $3.63M in Q2 2025. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

USA Financial Formulas reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 80,884 iShares US Telecommunications ETF shares in Q1 2026, an estimated $2.74M.
USA Financial Formulas first reported a position in iShares US Telecommunications ETF in Q2 2025 and held it in 3 quarters.
USA Financial Formulas's iShares US Telecommunications ETF position peaked at $3.63M in Q2 2025.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.