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Monument Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Monument Capital Management’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 		$5.51M Buy
+133,797
New +$5.63M 1.15% 17

Other funds holding IYZ

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Monument Capital Management's IYZ Position: Q3 2026 in Review

Monument Capital Management opened a new position in iShares US Telecommunications ETF (IYZ) in Q3 2026: 133,797 shares worth $5.51M. The stake represents 1.15% of the portfolio and ranks #17 among its holdings.

8 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • Monument Capital Management held 133,797 shares of iShares US Telecommunications ETF worth $5.51M as of Q3 2026.
  • iShares US Telecommunications ETF was a new Monument Capital Management position in Q3 2026.
  • iShares US Telecommunications ETF made up 1.15% of Monument Capital Management's portfolio in Q3 2026, its #17 holding.
  • 8 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.