WFA of San Diego’s iShares US Telecommunications ETF IYZ Stock Holding History

WFA of San Diego’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 Q1	–	Sell	-850	Closed	-$28.8K	–	420
2025 Q4	$28.8K	Hold	850	–	–	0.02%	245
2025 Q3	$27.4K	Hold	850	–	–	0.02%	255
2025 Q2	$25.3K	Buy	+850	New	+$23.4K	0.02%	254
2023 Q1	–	Sell	-850	Closed	-$19.1K	–	243
2022 Q4	$19.1K	Buy	+850	New	+$19K	0.01%	295

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

WFA of San Diego's IYZ Position: Q1 2026 in Review

WFA of San Diego sold out of iShares US Telecommunications ETF (IYZ) in Q1 2026, closing a stake of 850 shares — an estimated $28.8K sold.

WFA of San Diego first reported a position in IYZ in Q4 2022 and held it in 4 quarters. The position peaked at $28.8K in Q4 2025. 176 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

WFA of San Diego reported no remaining iShares US Telecommunications ETF position as of Q1 2026 after selling out during the quarter.
WFA of San Diego sold 850 iShares US Telecommunications ETF shares in Q1 2026, an estimated $28.8K.
WFA of San Diego first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 4 quarters.
WFA of San Diego's iShares US Telecommunications ETF position peaked at $28.8K in Q4 2025.
176 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.