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

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Private Wealth Group's IYZ Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares US Telecommunications ETF (IYZ) position steady in Q4 2025 at 153 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

CIBC Private Wealth Group first reported a position in IYZ in Q4 2017 and has held it in 11 quarters since. The position peaked at $29K in Q4 2017. 169 funds tracked by Wall St. Rank hold IYZ as of Q4 2025.

CIBC Private Wealth Group held 153 shares of iShares US Telecommunications ETF worth $5.19K as of Q4 2025.
CIBC Private Wealth Group left its iShares US Telecommunications ETF share count unchanged in Q4 2025.
iShares US Telecommunications ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2616 holding.
CIBC Private Wealth Group first reported a position in iShares US Telecommunications ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's iShares US Telecommunications ETF position peaked at $29K in Q4 2017.
169 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.