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Cadent Capital Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Cadent Capital Advisors’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
Q3 		$4.39M Sell
106,555
-47,188
-31% -$1.99M 0.94% 28
2026
Q2 		$6.5M Buy
153,743
+17,856
+13% +$758K 1.34% 20
2026
Q1 		$5.34M Buy
+135,887
New +$5.08M 1.38% 18

Other funds holding IYZ

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Cadent Capital Advisors's IYZ Position: Q3 2026 in Review

Cadent Capital Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 31% in Q3 2026, selling an estimated $1.99M and leaving 106,555 shares worth $4.39M. The position accounts for 0.94% of the portfolio, ranked #28.

Cadent Capital Advisors first reported a position in IYZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.5M in Q2 2026. 8 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • Cadent Capital Advisors held 106,555 shares of iShares US Telecommunications ETF worth $4.39M as of Q3 2026.
  • Cadent Capital Advisors sold 47,188 iShares US Telecommunications ETF shares in Q3 2026, an estimated $1.99M.
  • iShares US Telecommunications ETF made up 0.94% of Cadent Capital Advisors's portfolio in Q3 2026, its #28 holding.
  • Cadent Capital Advisors first reported a position in iShares US Telecommunications ETF in Q1 2026 and has held it in 3 quarters since.
  • Cadent Capital Advisors's iShares US Telecommunications ETF position peaked at $6.5M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.