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 Q2	$360K	Hold	8,514	–	–	0.05%	289
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

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

Chicago Trust's IYZ Position: Q2 2026 in Review

Chicago Trust held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 8,514 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #289.

Chicago Trust first reported a position in IYZ in Q1 2021 and has held it in 12 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Chicago Trust held 8,514 shares of iShares US Telecommunications ETF worth $360K as of Q2 2026.
Chicago Trust left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up 0.05% of Chicago Trust's portfolio in Q2 2026, its #289 holding.
Chicago Trust first reported a position in iShares US Telecommunications ETF in Q1 2021 and has held it in 12 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.