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Concurrent Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Concurrent Investment Advisors’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 		$2.21M Sell
52,295
-1,753
-3% -$74.4K 0.02% 690
2026
Q1 		$2.13M Buy
54,048
+1,154
+2% +$43.2K 0.02% 595
2025
Q4 		$1.79M Sell
52,894
-186
-0.4% -$6.1K 0.02% 609
2025
Q3 		$1.71M Buy
53,080
+1,847
+4% +$56.8K 0.03% 503
2025
Q2 		$1.53M Buy
51,233
+19
+0% +$522 0.03% 499
2025
Q1 		$1.4M Buy
51,214
+97
+0.2% +$2.68K 0.03% 449
2024
Q4 		$1.37M Buy
51,117
+2,613
+5% +$69.8K 0.04% 416
2024
Q3 		$1.23M Buy
48,504
+2,168
+5% +$49.9K 0.04% 421
2024
Q2 		$1.01M Buy
46,336
+4,360
+10% +$92.4K 0.03% 434
2024
Q1 		$923K Buy
41,976
+8,744
+26% +$196K 0.04% 385
2023
Q4 		$756K Buy
+33,232
New +$712K 0.04% 388

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
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
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

Concurrent Investment Advisors's IYZ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 3.2% in Q2 2026, selling an estimated $74.4K and leaving 52,295 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #690.

Concurrent Investment Advisors first reported a position in IYZ in Q4 2023 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Concurrent Investment Advisors held 52,295 shares of iShares US Telecommunications ETF worth $2.21M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,753 iShares US Telecommunications ETF shares in Q2 2026, an estimated $74.4K.
  • iShares US Telecommunications ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #690 holding.
  • Concurrent Investment Advisors first reported a position in iShares US Telecommunications ETF in Q4 2023 and has held it in 11 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.