Capital Analysts LLC’s iShares US Telecommunications ETF IYZ Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-1,539	Closed	-$46K	–	1463
2025 Q2	$46K	Buy	+1,539	New	+$42.3K	﹤0.01%	837
2025 Q1	–	Sell	-3,215	Closed	-$86K	–	1409
2024 Q4	$86K	Buy	+3,215	New	+$85.8K	﹤0.01%	640
2023 Q2	–	Sell	-6,640	Closed	-$154K	–	1016
2023 Q1	$154K	Sell	6,640 -8,153	-55%	-$190K	0.01%	406
2022 Q4	$332K	Buy	+14,793	New	+$330K	0.02%	342
2022 Q1	–	Sell	-689	Closed	-$23K	–	986
2021 Q4	$23K	Buy	+689	New	+$22.2K	﹤0.01%	696

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Analysts LLC's IYZ Position: Q3 2025 in Review

Capital Analysts LLC sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 1,539 shares — an estimated $46K sold.

Capital Analysts LLC first reported a position in IYZ in Q4 2021 and held it in 5 quarters. The position peaked at $332K in Q4 2022. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

Capital Analysts LLC reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 1,539 iShares US Telecommunications ETF shares in Q3 2025, an estimated $46K.
Capital Analysts LLC first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 5 quarters.
Capital Analysts LLC's iShares US Telecommunications ETF position peaked at $332K in Q4 2022.
155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.