Alpha Cubed Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$908K	Buy	26,797 +13,863	+107%	+$454K	0.03%	124
2025 Q3	$417K	Hold	12,934	–	–	0.01%	197
2025 Q2	$385K	Hold	12,934	–	–	0.01%	206
2025 Q1	$354K	Sell	12,934 -5,640	-30%	-$156K	0.02%	210
2024 Q4	$498K	Buy	+18,574	New	+$496K	0.02%	156
2024 Q2	–	Sell	-65,756	Closed	-$1.45M	–	304
2024 Q1	$1.45M	Sell	65,756 -28,749	-30%	-$645K	0.08%	98
2023 Q4	$2.15M	Buy	+94,505	New	+$2.03M	0.12%	89

Other funds holding IYZ

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alpha Cubed Investments's IYZ Position: Q4 2025 in Review

Alpha Cubed Investments increased its iShares US Telecommunications ETF (IYZ) stake by 107% in Q4 2025, buying an estimated $454K and bringing the position to 26,797 shares worth $908K. The position accounts for 0.03% of the portfolio, ranked #124.

Alpha Cubed Investments first reported a position in IYZ in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.15M in Q4 2023. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

Alpha Cubed Investments held 26,797 shares of iShares US Telecommunications ETF worth $908K as of Q4 2025.
Alpha Cubed Investments bought 13,863 iShares US Telecommunications ETF shares in Q4 2025, an estimated $454K.
iShares US Telecommunications ETF made up 0.03% of Alpha Cubed Investments's portfolio in Q4 2025, its #124 holding.
Alpha Cubed Investments first reported a position in iShares US Telecommunications ETF in Q4 2023 and has held it in 7 quarters since.
Alpha Cubed Investments's iShares US Telecommunications ETF position peaked at $2.15M in Q4 2023.
169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.