Whittier Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

Whittier Trust’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	$1.53K	Hold	37	–	–	﹤0.01%	1282
2026 Q1	$1.5K	Hold	37	–	–	﹤0.01%	1287
2025 Q4	$1.27K	Hold	37	–	–	﹤0.01%	1308
2025 Q3	$1.21K	Hold	37	–	–	﹤0.01%	1318
2025 Q2	$1.1K	Hold	37	–	–	﹤0.01%	1447
2025 Q1	$1.01K	Hold	37	–	–	﹤0.01%	1434
2024 Q4	$992	Hold	37	–	–	﹤0.01%	1489
2024 Q3	$934	Hold	37	–	–	﹤0.01%	1498
2024 Q2	$803	Hold	37	–	–	﹤0.01%	1474
2024 Q1	$812	Hold	37	–	–	﹤0.01%	1462
2023 Q4	$841	Hold	37	–	–	﹤0.01%	1455
2023 Q3	$787	Hold	37	–	–	﹤0.01%	1544
2023 Q2	$817	Hold	37	–	–	﹤0.01%	1495
2023 Q1	$856	Hold	37	–	–	﹤0.01%	1535
2022 Q4	$829	Hold	37	–	–	﹤0.01%	1554
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	1605
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	1617
2022 Q1	$1K	Hold	37	–	–	﹤0.01%	1640
2021 Q4	$1K	Hold	37	–	–	﹤0.01%	1539
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	1449
2021 Q2	$1K	Hold	37	–	–	﹤0.01%	1481
2021 Q1	$1K	Hold	37	–	–	﹤0.01%	1477
2020 Q4	$1K	Hold	37	–	–	﹤0.01%	1359
2020 Q3	$1K	Hold	37	–	–	﹤0.01%	1381
2020 Q2	$1K	Hold	37	–	–	﹤0.01%	1335
2020 Q1	$1K	Hold	37	–	–	﹤0.01%	1393
2019 Q4	$1K	Hold	37	–	–	﹤0.01%	1431
2019 Q3	$1K	Hold	37	–	–	﹤0.01%	1454
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	1290
2019 Q1	$1K	Hold	37	–	–	﹤0.01%	1292
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	1281
2018 Q3	$1K	Hold	37	–	–	﹤0.01%	1222
2018 Q2	$1K	Hold	37	–	–	﹤0.01%	1216
2018 Q1	$1K	Buy	+37	New	+$1.05K	﹤0.01%	1261
2017 Q1	–	Sell	-205	Closed	-$7K	–	1363
2016 Q4	$7K	Buy	+205	New	+$6.6K	﹤0.01%	1005
2014 Q1	–	Sell	-121	Closed	-$4K	–	1085
2013 Q4	$4K	Hold	121	–	–	﹤0.01%	978
2013 Q3	$3K	Hold	121	–	–	﹤0.01%	1000
2013 Q2	$3K	Buy	+121	New	+$3.16K	﹤0.01%	1005

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

Whittier Trust's IYZ Position: Q2 2026 in Review

Whittier Trust held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 37 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Whittier Trust first reported a position in IYZ in Q2 2013 and has held it in 38 quarters since. The position peaked at $7K in Q4 2016. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Whittier Trust held 37 shares of iShares US Telecommunications ETF worth $1.53K as of Q2 2026.
Whittier Trust left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1282 holding.
Whittier Trust first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 38 quarters since.
Whittier Trust's iShares US Telecommunications ETF position peaked at $7K in Q4 2016.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.