Y-Intercept (HK)’s iShares US Telecommunications ETF IYZ Stock Holding History

Y-Intercept (HK)’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	$212K	Sell	5,002 -2,156	-30%	-$91.5K	﹤0.01%	1564
2026 Q1	$281K	Sell	7,158 -2,056	-22%	-$76.9K	0.01%	1388
2025 Q4	$312K	Buy	+9,214	New	+$302K	0.01%	1359

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

Y-Intercept (HK)'s IYZ Position: Q2 2026 in Review

Y-Intercept (HK) reduced its iShares US Telecommunications ETF (IYZ) stake by 30% in Q2 2026, selling an estimated $91.5K and leaving 5,002 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Y-Intercept (HK) first reported a position in IYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q4 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Y-Intercept (HK) held 5,002 shares of iShares US Telecommunications ETF worth $212K as of Q2 2026.
Y-Intercept (HK) sold 2,156 iShares US Telecommunications ETF shares in Q2 2026, an estimated $91.5K.
iShares US Telecommunications ETF made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1564 holding.
Y-Intercept (HK) first reported a position in iShares US Telecommunications ETF in Q4 2025 and has held it in 3 quarters since.
Y-Intercept (HK)'s iShares US Telecommunications ETF position peaked at $312K in Q4 2025.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.