Hexagon Capital Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Hexagon Capital Partners’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 Q1	$338K	Buy	+8,600	New	+$322K	0.05%	179
2025 Q2	–	Sell	-8,600	Closed	-$236K	–	910
2025 Q1	$236K	Hold	8,600	–	–	0.04%	193
2024 Q4	$231K	Hold	8,600	–	–	0.04%	195
2024 Q3	$217K	Hold	8,600	–	–	0.04%	199
2024 Q2	$187K	Hold	8,600	–	–	0.04%	212
2024 Q1	$189K	Hold	8,600	–	–	0.04%	210
2023 Q4	$196K	Hold	8,600	–	–	0.05%	201
2023 Q3	$183K	Hold	8,600	–	–	0.05%	179
2023 Q2	$190K	Hold	8,600	–	–	0.05%	170
2023 Q1	$199K	Hold	8,600	–	–	0.06%	157
2022 Q4	$193K	Hold	8,600	–	–	0.06%	155
2022 Q3	$180K	Hold	8,600	–	–	0.05%	159
2022 Q2	$216K	Hold	8,600	–	–	0.06%	162
2022 Q1	$257K	Hold	8,600	–	–	0.07%	158
2021 Q4	$283K	Hold	8,600	–	–	0.07%	145
2021 Q3	$279K	Hold	8,600	–	–	0.08%	128
2021 Q2	$286K	Buy	+8,600	New	+$285K	0.08%	124

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Hexagon Capital Partners's IYZ Position: Q1 2026 in Review

Hexagon Capital Partners opened a new position in iShares US Telecommunications ETF (IYZ) in Q1 2026: 8,600 shares worth $338K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings. This is a return to the name: Hexagon Capital Partners previously reported a position in IYZ as recently as Q1 2025.

Hexagon Capital Partners first reported a position in IYZ in Q2 2021 and has held it in 17 quarters since. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Hexagon Capital Partners held 8,600 shares of iShares US Telecommunications ETF worth $338K as of Q1 2026.
iShares US Telecommunications ETF was a new Hexagon Capital Partners position in Q1 2026.
iShares US Telecommunications ETF made up 0.05% of Hexagon Capital Partners's portfolio in Q1 2026, its #179 holding.
Hexagon Capital Partners first reported a position in iShares US Telecommunications ETF in Q2 2021 and has held it in 17 quarters since.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.