Williams & Novak’s iShares US Telecommunications ETF IYZ Stock Holding History

Williams & Novak’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	$354K	Hold	8,365	–	–	0.23%	90
2026 Q1	$330K	Sell	8,365 -1,000	-11%	-$37.4K	0.25%	83
2025 Q4	$317K	Sell	9,365 -1,500	-14%	-$49.2K	0.24%	85
2025 Q3	$351K	Hold	10,865	–	–	0.27%	83
2025 Q2	$324K	Sell	10,865 -1,500	-12%	-$41.2K	0.28%	84
2025 Q1	$340K	Sell	12,365 -2,400	-16%	-$66.3K	0.33%	74
2024 Q4	$396K	Sell	14,765 -3,175	-18%	-$84.8K	0.38%	64
2024 Q3	$453K	Buy	17,940 +1,945	+12%	+$44.8K	0.42%	61
2024 Q2	$347K	Buy	15,995 +2,255	+16%	+$47.8K	0.32%	71
2024 Q1	$313K	Hold	13,740	–	–	0.36%	63
2023 Q4	$313K	Buy	+13,740	New	+$295K	0.36%	63

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

Williams & Novak's IYZ Position: Q2 2026 in Review

Williams & Novak held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 8,365 shares worth $354K. The position accounts for 0.23% of the portfolio, ranked #90.

Williams & Novak first reported a position in IYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $453K in Q3 2024. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Williams & Novak held 8,365 shares of iShares US Telecommunications ETF worth $354K as of Q2 2026.
Williams & Novak left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up 0.23% of Williams & Novak's portfolio in Q2 2026, its #90 holding.
Williams & Novak first reported a position in iShares US Telecommunications ETF in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's iShares US Telecommunications ETF position peaked at $453K in Q3 2024.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.