Advyzon Investment Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$437K Hold
5,448
0.03% 519
2026
Q1
$382K Buy
+5,448
New +$400K 0.03% 469

Other funds holding LCTU

Advyzon Investment Management's LCTU Position: Q2 2026 in Review

Advyzon Investment Management held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 5,448 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #519.

Advyzon Investment Management first reported a position in LCTU in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Advyzon Investment Management held 5,448 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $437K as of Q2 2026.
  • Advyzon Investment Management left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #519 holding.
  • Advyzon Investment Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.