VestGen Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

VestGen Advisors’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	$4.67M	Sell	110,390 -1,197	-1%	-$50.8K	0.14%	150
2026 Q1	$4.66M	Buy	111,587 +18,206	+19%	+$681K	0.12%	145
2025 Q4	$3.17M	Buy	93,381 +74,237	+388%	+$2.43M	0.13%	158
2025 Q3	$618K	Buy	19,144 +124	+0.7%	+$3.81K	0.02%	447
2025 Q2	$566K	Buy	19,020 +82	+0.4%	+$2.25K	0.02%	403
2025 Q1	$519K	Buy	+18,938	New	+$523K	0.02%	380

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

VestGen Advisors's IYZ Position: Q2 2026 in Review

VestGen Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 1.1% in Q2 2026, selling an estimated $50.8K and leaving 110,390 shares worth $4.67M. The position accounts for 0.14% of the portfolio, ranked #150.

VestGen Advisors first reported a position in IYZ in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

VestGen Advisors held 110,390 shares of iShares US Telecommunications ETF worth $4.67M as of Q2 2026.
VestGen Advisors sold 1,197 iShares US Telecommunications ETF shares in Q2 2026, an estimated $50.8K.
iShares US Telecommunications ETF made up 0.14% of VestGen Advisors's portfolio in Q2 2026, its #150 holding.
VestGen Advisors first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.