CIBC Private Wealth Group
IYZ icon

CIBC Private Wealth Group’s iShares US Telecommunications ETF IYZ Stock Holding History

CIBC Private Wealth Group’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
Q4 		$5.19K Hold
153
– – ﹤0.01% 2616
2025
Q3 		$4.94K Hold
153
– – ﹤0.01% 2563
2025
Q2 		$4.56K Hold
153
– – ﹤0.01% 2470
2025
Q1 		$3.75K Hold
153
– – ﹤0.01% 2531
2024
Q4 		$4.12K Hold
153
– – ﹤0.01% 2534
2024
Q3 		$3.87K Hold
153
– – ﹤0.01% 2661
2024
Q2 		$3.32K Hold
153
– – ﹤0.01% 2645
2024
Q1 		$3.34K Buy
+153
New +$3.43K ﹤0.01% 2621
2018
Q3 		– Sell
-1,000
Closed -$28K – 1337
2018
Q2 		$28K Hold
1,000
– – ﹤0.01% 1318
2018
Q1 		$27K Hold
1,000
– – ﹤0.01% 1307
2017
Q4 		$29K Buy
+1,000
New +$29.7K ﹤0.01% 1325

Other funds holding IYZ

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return