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Well Done LLC’s iShares US Telecommunications ETF IYZ Stock Holding History

Well Done LLC’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 		$9.02M Buy
+213,136
New +$9.05M 1.21% 23

Other funds holding IYZ

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Well Done LLC's IYZ Position: Q2 2026 in Review

Well Done LLC opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 213,136 shares worth $9.02M. The stake represents 1.21% of the portfolio and ranks #23 among its holdings.

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

  • Well Done LLC held 213,136 shares of iShares US Telecommunications ETF worth $9.02M as of Q2 2026.
  • iShares US Telecommunications ETF was a new Well Done LLC position in Q2 2026.
  • iShares US Telecommunications ETF made up 1.21% of Well Done LLC's portfolio in Q2 2026, its #23 holding.
  • 79 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.