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
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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 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

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. This is a return to the name: USA Financial Formulas previously reported a position in IYZ as recently as Q4 2025.

USA Financial Formulas first reported a position in IYZ in Q2 2025 and has held it in 4 quarters since. 211 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.
USA Financial Formulas first reported a position in iShares US Telecommunications ETF in Q2 2025 and has held it in 4 quarters since.
211 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.