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 Q3	$699K	Sell	16,970 -16,037	-49%	-$675K	0.35%	85
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Advisortrust Partners Raleigh, North Carolina $318M AUM 23.53% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

WESPAC Advisors's IYZ Position: Q3 2026 in Review

WESPAC Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 49% in Q3 2026, selling an estimated $675K and leaving 16,970 shares worth $699K. The position accounts for 0.35% of the portfolio, ranked #85.

WESPAC Advisors first reported a position in IYZ in Q1 2016 and has held it in 10 quarters since. The position peaked at $2.33M in Q3 2025. 96 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

WESPAC Advisors held 16,970 shares of iShares US Telecommunications ETF worth $699K as of Q3 2026.
WESPAC Advisors sold 16,037 iShares US Telecommunications ETF shares in Q3 2026, an estimated $675K.
iShares US Telecommunications ETF made up 0.35% of WESPAC Advisors's portfolio in Q3 2026, its #85 holding.
WESPAC Advisors first reported a position in iShares US Telecommunications ETF in Q1 2016 and has held it in 10 quarters since.
WESPAC Advisors's iShares US Telecommunications ETF position peaked at $2.33M in Q3 2025.
96 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.