Clear Creek Financial Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Clear Creek Financial Management’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	$648K	Sell	15,307 -4,304	-22%	-$183K	0.04%	353
2026 Q1	$771K	Sell	19,611 -5,840	-23%	-$218K	0.06%	301
2025 Q4	$863K	Buy	25,451 +264	+1%	+$8.65K	0.07%	269
2025 Q3	$813K	Buy	+25,187	New	+$775K	0.07%	267
2025 Q1	–	Sell	-59,506	Closed	-$1.6M	–	536
2024 Q4	$1.6M	Buy	+59,506	New	+$1.59M	0.17%	121

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

Clear Creek Financial Management's IYZ Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares US Telecommunications ETF (IYZ) stake by 22% in Q2 2026, selling an estimated $183K and leaving 15,307 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #353.

Clear Creek Financial Management first reported a position in IYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2024. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Clear Creek Financial Management held 15,307 shares of iShares US Telecommunications ETF worth $648K as of Q2 2026.
Clear Creek Financial Management sold 4,304 iShares US Telecommunications ETF shares in Q2 2026, an estimated $183K.
iShares US Telecommunications ETF made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #353 holding.
Clear Creek Financial Management first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 5 quarters since.
Clear Creek Financial Management's iShares US Telecommunications ETF position peaked at $1.6M in Q4 2024.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.