CI
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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
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

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

CX Institutional's IYZ Position: Q2 2026 in Review

CX Institutional reduced its iShares US Telecommunications ETF (IYZ) stake by 81% in Q2 2026, selling an estimated $486K and leaving 2,694 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

CX Institutional first reported a position in IYZ in Q4 2020 and has held it in 17 quarters since. The position peaked at $556K in Q1 2026. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • CX Institutional held 2,694 shares of iShares US Telecommunications ETF worth $114K as of Q2 2026.
  • CX Institutional sold 11,436 iShares US Telecommunications ETF shares in Q2 2026, an estimated $486K.
  • iShares US Telecommunications ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #836 holding.
  • CX Institutional first reported a position in iShares US Telecommunications ETF in Q4 2020 and has held it in 17 quarters since.
  • CX Institutional's iShares US Telecommunications ETF position peaked at $556K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.