Creative Financial Designs’s iShares US Telecommunications ETF IYZ Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-827	Closed	-$24.6K	–	2096
2025 Q2	$24.6K	Sell	827 -136	-14%	-$3.74K	﹤0.01%	1068
2025 Q1	$26.4K	Buy	963 +145	+18%	+$4K	﹤0.01%	1012
2024 Q4	$21.9K	Buy	818 +4	+0.5%	+$107	﹤0.01%	1025
2024 Q3	$20.6K	Buy	814 +3	+0.4%	+$69	﹤0.01%	1021
2024 Q2	$17.6K	Buy	811 +6	+0.7%	+$127	﹤0.01%	1025
2024 Q1	$17.7K	Buy	805 +5	+0.6%	+$112	﹤0.01%	1001
2023 Q4	$18.2K	Buy	+800	New	+$17.2K	﹤0.01%	940

Other funds holding IYZ

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

Citigroup New York $303B AUM 53.02% 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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 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

ZIG

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Financial Designs's IYZ Position: Q3 2025 in Review

Creative Financial Designs sold out of iShares US Telecommunications ETF (IYZ) in Q3 2025, closing a stake of 827 shares — an estimated $24.6K sold.

Creative Financial Designs first reported a position in IYZ in Q4 2023 and held it in 7 quarters. The position peaked at $26.4K in Q1 2025. 155 funds tracked by Wall St. Rank hold IYZ as of Q3 2025.

Creative Financial Designs reported no remaining iShares US Telecommunications ETF position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 827 iShares US Telecommunications ETF shares in Q3 2025, an estimated $24.6K.
Creative Financial Designs first reported a position in iShares US Telecommunications ETF in Q4 2023 and held it in 7 quarters.
Creative Financial Designs's iShares US Telecommunications ETF position peaked at $26.4K in Q1 2025.
155 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.