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 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

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

CoreCap Advisors's IYZ Position: Q2 2026 in Review

CoreCap Advisors increased its iShares US Telecommunications ETF (IYZ) stake by 179% in Q2 2026, buying an estimated $3.98M and bringing the position to 145,979 shares worth $6.18M. The position accounts for 0.18% of the portfolio, ranked #121.

CoreCap Advisors first reported a position in IYZ in Q2 2022 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

CoreCap Advisors held 145,979 shares of iShares US Telecommunications ETF worth $6.18M as of Q2 2026.
CoreCap Advisors bought 93,680 iShares US Telecommunications ETF shares in Q2 2026, an estimated $3.98M.
iShares US Telecommunications ETF made up 0.18% of CoreCap Advisors's portfolio in Q2 2026, its #121 holding.
CoreCap Advisors first reported a position in iShares US Telecommunications ETF in Q2 2022 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 CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.