Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Cambridge Investment Research 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
Q2 		$9.04M Sell
213,550
-128,248
-38% -$5.45M 0.02% 724
2026
Q1 		$13.4M Sell
341,798
-243,104
-42% -$9.09M 0.03% 503
2025
Q4 		$19.8M Sell
584,902
-8,800
-1% -$289K 0.05% 370
2025
Q3 		$19.2M Buy
593,702
+323,076
+119% +$9.94M 0.05% 357
2025
Q2 		$8.06M Buy
270,626
+87,808
+48% +$2.41M 0.02% 634
2025
Q1 		$5.01M Buy
182,818
+90,787
+99% +$2.51M 0.02% 804
2024
Q4 		$2.47M Buy
+92,031
New +$2.46M 0.01% 1208
2024
Q3 		– Sell
-10,632
Closed -$231K – 3477
2024
Q2 		$231K Buy
10,632
+173
+2% +$3.67K ﹤0.01% 2917
2024
Q1 		$230K Buy
10,459
+1,148
+12% +$25.8K ﹤0.01% 2913
2023
Q4 		$212K Sell
9,311
-910
-9% -$19.5K ﹤0.01% 2854
2023
Q3 		$218K Sell
10,221
-347
-3% -$7.67K ﹤0.01% 2744
2023
Q2 		$234K Sell
10,568
-554
-5% -$12.1K ﹤0.01% 2748
2023
Q1 		$258K Sell
11,122
-691
-6% -$16.1K ﹤0.01% 2611
2022
Q4 		$265K Buy
+11,813
New +$264K ﹤0.01% 2527
2022
Q3 		– Sell
-9,589
Closed -$241K – 3115
2022
Q2 		$241K Sell
9,589
-8,960
-48% -$242K ﹤0.01% 2566
2022
Q1 		$554K Sell
18,549
-535
-3% -$16.3K ﹤0.01% 2019
2021
Q4 		$628K Sell
19,084
-1,001
-5% -$32.2K ﹤0.01% 1928
2021
Q3 		$652K Sell
20,085
-55,319
-73% -$1.86M ﹤0.01% 1839
2021
Q2 		$2.5M Buy
75,404
+55,537
+280% +$1.84M 0.01% 985
2021
Q1 		$642K Buy
19,867
+8,675
+78% +$274K ﹤0.01% 1709
2020
Q4 		$338K Sell
11,192
-7,652
-41% -$221K ﹤0.01% 2044
2020
Q3 		$513K Buy
18,844
+901
+5% +$25.5K ﹤0.01% 1583
2020
Q2 		$495K Buy
+17,943
New +$488K ﹤0.01% 1561
2020
Q1 		– Sell
-8,645
Closed -$258K – 2388
2019
Q4 		$258K Sell
8,645
-1,983
-19% -$58.4K ﹤0.01% 2014
2019
Q3 		$310K Sell
10,628
-1,337
-11% -$39.2K ﹤0.01% 1799
2019
Q2 		$352K Sell
11,965
-12,065
-50% -$359K ﹤0.01% 1652
2019
Q1 		$715K Buy
24,030
+11,476
+91% +$329K 0.01% 1252
2018
Q4 		$331K Buy
12,554
+2,881
+30% +$80.7K ﹤0.01% 1602
2018
Q3 		$288K Sell
9,673
-1,088
-10% -$31.4K ﹤0.01% 1820
2018
Q2 		$297K Sell
10,761
-1,578
-13% -$43.3K ﹤0.01% 1738
2018
Q1 		$333K Buy
12,339
+148
+1% +$4.21K ﹤0.01% 1592
2017
Q4 		$359K Buy
12,191
+1,554
+15% +$46.1K ﹤0.01% 1529
2017
Q3 		$323K Sell
10,637
-305
-3% -$9.59K ﹤0.01% 1501
2017
Q2 		$353K Sell
10,942
-26,814
-71% -$888K 0.01% 1411
2017
Q1 		$1.22M Buy
37,756
+8,393
+29% +$285K 0.02% 641
2016
Q4 		$1.01M Buy
29,363
+20,470
+230% +$659K 0.02% 668
2016
Q3 		$287K Sell
8,893
-17,793
-67% -$586K 0.01% 1328
2016
Q2 		$889K Buy
26,686
+18,259
+217% +$571K 0.02% 661
2016
Q1 		$259K Sell
8,427
-292
-3% -$8.27K 0.01% 1252
2015
Q4 		$251K Sell
8,719
-83
-0.9% -$2.42K 0.01% 1216
2015
Q3 		$238K Buy
8,802
+1,068
+14% +$30.6K 0.01% 1149
2015
Q2 		$226K Buy
+7,734
New +$236K 0.01% 1209
2015
Q1 		– Sell
-9,958
Closed -$292K – 1432
2014
Q4 		$292K Buy
9,958
+598
+6% +$17.7K 0.01% 1031
2014
Q3 		$280K Buy
9,360
+1,089
+13% +$33.1K 0.01% 1130
2014
Q2 		$251K Sell
8,271
-95
-1% -$2.82K 0.01% 1083
2014
Q1 		$251K Sell
8,366
-4,644
-36% -$136K 0.01% 1033
2013
Q4 		$387K Buy
13,010
+85
+0.7% +$2.43K 0.02% 762
2013
Q3 		$356K Sell
12,925
-1,450
-10% -$39.8K 0.02% 763
2013
Q2 		$372K Buy
+14,375
New +$376K 0.02% 668

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
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
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

Cambridge Investment Research Advisors's IYZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 38% in Q2 2026, selling an estimated $5.45M and leaving 213,550 shares worth $9.04M. The position accounts for 0.02% of the portfolio, ranked #724.

Cambridge Investment Research Advisors first reported a position in IYZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $19.8M in Q4 2025. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 213,550 shares of iShares US Telecommunications ETF worth $9.04M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 128,248 iShares US Telecommunications ETF shares in Q2 2026, an estimated $5.45M.
  • iShares US Telecommunications ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #724 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's iShares US Telecommunications ETF position peaked at $19.8M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.