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

WESPAC 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	$1.4M	Buy	33,007 +6,898	+26%	+$293K	0.68%	35
2026 Q1	$1.03M	Sell	26,109 -39,226	-60%	-$1.47M	0.56%	49
2025 Q4	$2.21M	Sell	65,335 -6,749	-9%	-$221K	1.2%	20
2025 Q3	$2.33M	Sell	72,084 -431	-0.6%	-$13.3K	1.36%	11
2025 Q2	$2.16M	Buy	72,515 +35,277	+95%	+$970K	1.51%	8
2025 Q1	$1.02M	Sell	37,238 -15,579	-29%	-$430K	0.83%	37
2024 Q4	$1.42M	Buy	+52,817	New	+$1.41M	1.04%	21
2016 Q3	–	Sell	-32,530	Closed	-$1.08M	–	115
2016 Q2	$1.08M	Buy	32,530 +4,677	+17%	+$146K	1.12%	35
2016 Q1	$856K	Buy	+27,853	New	+$789K	1.06%	44

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

WESPAC Advisors's IYZ Position: Q2 2026 in Review

WESPAC Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 26% in Q2 2026, buying an estimated $293K and bringing the position to 33,007 shares worth $1.4M. The position accounts for 0.68% of the portfolio, ranked #35.

WESPAC Advisors first reported a position in IYZ in Q1 2016 and has held it in 9 quarters since. The position peaked at $2.33M in Q3 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

WESPAC Advisors held 33,007 shares of iShares US Telecommunications ETF worth $1.4M as of Q2 2026.
WESPAC Advisors bought 6,898 iShares US Telecommunications ETF shares in Q2 2026, an estimated $293K.
iShares US Telecommunications ETF made up 0.68% of WESPAC Advisors's portfolio in Q2 2026, its #35 holding.
WESPAC Advisors first reported a position in iShares US Telecommunications ETF in Q1 2016 and has held it in 9 quarters since.
WESPAC Advisors's iShares US Telecommunications ETF position peaked at $2.33M in Q3 2025.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.