CI
IYZ icon

CX Institutional’s iShares US Telecommunications ETF IYZ Stock Holding History

CX Institutional’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 		$112K Buy
2,713
+19
+0.7% +$799 ﹤0.01% 851
2026
Q2 		$114K Sell
2,694
-11,436
-81% -$486K ﹤0.01% 836
2026
Q1 		$556K Buy
14,130
+4,254
+43% +$159K 0.02% 445
2025
Q4 		$335K Buy
9,876
+2,485
+34% +$81.5K 0.01% 538
2025
Q3 		$238K Buy
7,391
+18
+0.2% +$554 0.01% 637
2025
Q2 		$220K Sell
7,373
-893
-11% -$24.5K 0.01% 599
2025
Q1 		$226K Buy
8,266
+256
+3% +$7.07K 0.01% 561
2024
Q4 		$215K Buy
+8,010
New +$214K 0.01% 502
2024
Q3 		– Sell
-9,599
Closed -$208K – 579
2024
Q2 		$208K Sell
9,599
-393
-4% -$8.33K 0.01% 528
2024
Q1 		$220K Sell
9,992
-2,101
-17% -$47.2K 0.01% 516
2023
Q4 		$275K Sell
12,093
-9,570
-44% -$205K 0.01% 426
2023
Q3 		$461K Buy
21,663
+6,254
+41% +$138K 0.03% 339
2023
Q2 		$341K Buy
+15,409
New +$337K 0.02% 406
2022
Q3 		– Sell
-414
Closed -$10K – 818
2022
Q2 		$10K Buy
+414
New +$11.2K ﹤0.01% 950
2021
Q4 		– Sell
-524
Closed -$17K – 643
2021
Q3 		$17K Sell
524
-497
-49% -$16.8K ﹤0.01% 762
2021
Q2 		$34K Sell
1,021
-185
-15% -$6.14K ﹤0.01% 638
2021
Q1 		$39K Sell
1,206
-12,608
-91% -$398K ﹤0.01% 544
2020
Q4 		$418K Buy
+13,814
New +$400K 0.04% 242

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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

CX Institutional's IYZ Position: Q3 2026 in Review

CX Institutional increased its iShares US Telecommunications ETF (IYZ) stake by 0.71% in Q3 2026, buying an estimated $799 and bringing the position to 2,713 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

CX Institutional first reported a position in IYZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $556K in Q1 2026. 8 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • CX Institutional held 2,713 shares of iShares US Telecommunications ETF worth $112K as of Q3 2026.
  • CX Institutional bought 19 iShares US Telecommunications ETF shares in Q3 2026, an estimated $799.
  • iShares US Telecommunications ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #851 holding.
  • CX Institutional first reported a position in iShares US Telecommunications ETF in Q4 2020 and has held it in 18 quarters since.
  • CX Institutional's iShares US Telecommunications ETF position peaked at $556K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.