CAPTRUST Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

CAPTRUST Financial 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	$1.32M	Buy	31,307 +5,000	+19%	+$212K	﹤0.01%	1579
2026 Q1	$1.03M	Buy	+26,307	New	+$984K	﹤0.01%	1596
2025 Q1	–	Sell	-88,426	Closed	-$2.37M	–	2410
2024 Q4	$2.37M	Sell	88,426 -493	-0.6%	-$13.2K	0.01%	815
2024 Q3	$2.25M	Sell	88,919 -23	-0%	-$530	0.01%	812
2024 Q2	$1.93M	Buy	88,942 +1,504	+2%	+$31.9K	0.01%	836
2024 Q1	$1.92M	Buy	87,438 +2,347	+3%	+$52.7K	0.01%	822
2023 Q4	$1.94M	Sell	85,091 -9,427	-10%	-$202K	0.01%	924
2023 Q3	$2.01M	Sell	94,518 -11,080	-10%	-$245K	0.01%	851
2023 Q2	$2.33M	Buy	105,598 +20,975	+25%	+$458K	0.01%	769
2023 Q1	$1.96M	Sell	84,623 -9,634	-10%	-$225K	0.01%	750
2022 Q4	$2.11M	Buy	94,257 +20,541	+28%	+$459K	0.01%	701
2022 Q3	$1.54M	Buy	73,716 +70,558	+2,234%	+$1.76M	0.01%	759
2022 Q2	$79K	Buy	3,158 +2,343	+287%	+$63.3K	﹤0.01%	2389
2022 Q1	$24K	Hold	815	–	–	﹤0.01%	3283
2021 Q4	$27K	Hold	815	–	–	﹤0.01%	3095
2021 Q3	$26K	Hold	815	–	–	﹤0.01%	2995
2021 Q2	$27K	Hold	815	–	–	﹤0.01%	2908
2021 Q1	$26K	Hold	815	–	–	﹤0.01%	2839
2020 Q4	$25K	Hold	815	–	–	﹤0.01%	2148
2020 Q3	$22K	Hold	815	–	–	﹤0.01%	1929
2020 Q2	$22K	Buy	+815	New	+$22.1K	﹤0.01%	1902
2019 Q4	–	Sell	-815	Closed	-$24K	–	1411
2019 Q3	$24K	Hold	815	–	–	﹤0.01%	1249
2019 Q2	$24K	Hold	815	–	–	﹤0.01%	1225
2019 Q1	$24K	Hold	815	–	–	﹤0.01%	1117
2018 Q4	$21K	Hold	815	–	–	﹤0.01%	1010
2018 Q3	$24K	Hold	815	–	–	﹤0.01%	945
2018 Q2	$23K	Sell	815 -8,396	-91%	-$230K	﹤0.01%	910
2018 Q1	$244K	Buy	+9,211	New	+$262K	0.02%	295

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

CAPTRUST Financial Advisors's IYZ Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 19% in Q2 2026, buying an estimated $212K and bringing the position to 31,307 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

CAPTRUST Financial Advisors first reported a position in IYZ in Q1 2018 and has held it in 28 quarters since. The position peaked at $2.37M in Q4 2024. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

CAPTRUST Financial Advisors held 31,307 shares of iShares US Telecommunications ETF worth $1.32M as of Q2 2026.
CAPTRUST Financial Advisors bought 5,000 iShares US Telecommunications ETF shares in Q2 2026, an estimated $212K.
iShares US Telecommunications ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1579 holding.
CAPTRUST Financial Advisors first reported a position in iShares US Telecommunications ETF in Q1 2018 and has held it in 28 quarters since.
CAPTRUST Financial Advisors's iShares US Telecommunications ETF position peaked at $2.37M in Q4 2024.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.