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IYZ icon

CoreCap Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

CoreCap 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
Q3 		$215K Sell
5,210
-140,769
-96% -$5.92M 0.01% 824
2026
Q2 		$6.18M Buy
145,979
+93,680
+179% +$3.98M 0.18% 121
2026
Q1 		$2.06M Sell
52,299
-106,761
-67% -$3.99M 0.07% 232
2025
Q4 		$5.39M Sell
159,060
-23,492
-13% -$770K 0.19% 98
2025
Q3 		$5.89M Buy
182,552
+175,339
+2,431% +$5.39M 0.21% 82
2025
Q2 		$215K Buy
7,213
+3,330
+86% +$91.5K 0.01% 718
2025
Q1 		$106K Sell
3,883
-149,593
-97% -$4.13M ﹤0.01% 885
2024
Q4 		$4.12M Buy
153,476
+149,978
+4,288% +$4M 0.19% 101
2024
Q3 		$88.4K Buy
+3,498
New +$80.6K ﹤0.01% 969
2023
Q3 		– Sell
-15,146
Closed -$335K – 586
2023
Q2 		$335K Buy
+15,146
New +$331K 0.02% 435
2022
Q4 		$194K Buy
+8,645
New +$193K 0.01% 541
2022
Q3 		– Sell
-1,194
Closed -$30K – 1320
2022
Q2 		$30K Buy
+1,194
New +$32.3K ﹤0.01% 1108

Other funds holding IYZ

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CoreCap Advisors's IYZ Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 96% in Q3 2026, selling an estimated $5.92M and leaving 5,210 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #824.

CoreCap Advisors first reported a position in IYZ in Q2 2022 and has held it in 12 quarters since. The position peaked at $6.18M in Q2 2026. 8 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • CoreCap Advisors held 5,210 shares of iShares US Telecommunications ETF worth $215K as of Q3 2026.
  • CoreCap Advisors sold 140,769 iShares US Telecommunications ETF shares in Q3 2026, an estimated $5.92M.
  • iShares US Telecommunications ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #824 holding.
  • CoreCap Advisors first reported a position in iShares US Telecommunications ETF in Q2 2022 and has held it in 12 quarters since.
  • CoreCap Advisors's iShares US Telecommunications ETF position peaked at $6.18M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.