Capital Investment Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Capital Investment Advisory Services’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	$3.38K	Hold	80	–	–	﹤0.01%	1237
2026 Q1	$3.15K	Hold	80	–	–	﹤0.01%	1145
2025 Q4	$2.71K	Hold	80	–	–	﹤0.01%	1110
2025 Q3	$2.58K	Hold	80	–	–	﹤0.01%	1046
2025 Q2	$2.38K	Hold	80	–	–	﹤0.01%	1021
2025 Q1	$2.19K	Hold	80	–	–	﹤0.01%	960
2024 Q4	$2.15K	Hold	80	–	–	﹤0.01%	890
2024 Q3	$2.02K	Hold	80	–	–	﹤0.01%	934
2024 Q2	$1.74K	Hold	80	–	–	﹤0.01%	919
2024 Q1	$1.76K	Hold	80	–	–	﹤0.01%	918
2023 Q4	$1.82K	Sell	80 -29	-27%	-$622	﹤0.01%	945
2023 Q3	$2.32K	Hold	109	–	–	﹤0.01%	898
2023 Q2	$2.41K	Hold	109	–	–	﹤0.01%	840
2023 Q1	$2.52K	Buy	+109	New	+$2.54K	﹤0.01%	827
2022 Q4	–	Sell	-105	Closed	-$2K	–	847
2022 Q3	$2K	Sell	105 -82	-44%	-$2.04K	﹤0.01%	774
2022 Q2	$5K	Sell	187 -82	-30%	-$2.22K	﹤0.01%	756
2022 Q1	$8K	Sell	269 -167	-38%	-$5.1K	﹤0.01%	757
2021 Q4	$14K	Hold	436	–	–	﹤0.01%	704
2021 Q3	$14K	Sell	436 -54	-11%	-$1.82K	﹤0.01%	656
2021 Q2	$16K	Buy	490 +385	+367%	+$12.8K	﹤0.01%	678
2021 Q1	$3K	Buy	105 +25	+31%	+$790	﹤0.01%	705
2020 Q4	$2K	Hold	80	–	–	﹤0.01%	684
2020 Q3	$2K	Hold	80	–	–	﹤0.01%	605
2020 Q2	$2K	Hold	80	–	–	﹤0.01%	546
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	534
2019 Q4	$2K	Hold	80	–	–	﹤0.01%	528
2019 Q3	$2K	Hold	80	–	–	﹤0.01%	1273
2019 Q2	$2K	Hold	80	–	–	﹤0.01%	1285
2019 Q1	$2K	Hold	80	–	–	﹤0.01%	1113
2018 Q4	$2K	Buy	+80	New	+$2.24K	﹤0.01%	1063

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

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

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Capital Investment Advisory Services's IYZ Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 80 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Capital Investment Advisory Services first reported a position in IYZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $16K in Q2 2021. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Capital Investment Advisory Services held 80 shares of iShares US Telecommunications ETF worth $3.38K as of Q2 2026.
Capital Investment Advisory Services left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1237 holding.
Capital Investment Advisory Services first reported a position in iShares US Telecommunications ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's iShares US Telecommunications ETF position peaked at $16K in Q2 2021.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.