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	–	–	0.24%	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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return