CT
IYZ icon

Chicago Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

Chicago Trust’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
Q1 		$335K Hold
8,514
– – 0.05% 298
2025
Q4 		$289K Hold
8,514
– – 0.05% 325
2025
Q3 		$275K Hold
8,514
– – 0.04% 348
2025
Q2 		$254K Sell
8,514
-170
-2% -$4.67K 0.04% 358
2025
Q1 		$238K Hold
8,684
– – 0.04% 328
2024
Q4 		$233K Hold
8,684
– – 0.04% 310
2024
Q3 		$219K Buy
+8,684
New +$200K 0.04% 349
2022
Q1 		– Sell
-6,356
Closed -$209K – 342
2021
Q4 		$209K Buy
6,356
+81
+1% +$2.61K 0.04% 323
2021
Q3 		$204K Hold
6,275
– – 0.04% 318
2021
Q2 		$208K Hold
6,275
– – 0.05% 304
2021
Q1 		$203K Buy
+6,275
New +$198K 0.07% 202

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return