Oakworth Capital’s iShares US Telecommunications ETF IYZ Stock Holding History

Oakworth Capital’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	$12.7K	Hold	300	–	–	﹤0.01%	672
2026 Q1	$11.8K	Hold	300	–	–	﹤0.01%	642
2025 Q4	$10.2K	Hold	300	–	–	﹤0.01%	655
2025 Q3	$9.68K	Hold	300	–	–	﹤0.01%	631
2025 Q2	$8.93K	Hold	300	–	–	﹤0.01%	499
2025 Q1	$8.22K	Hold	300	–	–	﹤0.01%	533
2024 Q4	$8.05K	Hold	300	–	–	﹤0.01%	516
2024 Q3	$7.58K	Hold	300	–	–	﹤0.01%	529
2024 Q2	$6.52K	Hold	300	–	–	﹤0.01%	533
2024 Q1	$6.59K	Hold	300	–	–	﹤0.01%	509
2023 Q4	$6.83K	Hold	300	–	–	﹤0.01%	513
2023 Q3	$6.39K	Hold	300	–	–	﹤0.01%	485
2023 Q2	$6.63K	Hold	300	–	–	﹤0.01%	516
2023 Q1	$6.95K	Hold	300	–	–	﹤0.01%	475
2022 Q4	$6.73K	Hold	300	–	–	﹤0.01%	462
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	489
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	465
2022 Q1	$9K	Hold	300	–	–	﹤0.01%	457
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	477
2021 Q3	$10K	Hold	300	–	–	﹤0.01%	468
2021 Q2	$10K	Hold	300	–	–	﹤0.01%	469
2021 Q1	$10K	Hold	300	–	–	﹤0.01%	460
2020 Q4	$9K	Hold	300	–	–	﹤0.01%	439
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	445
2020 Q2	$8K	Hold	300	–	–	﹤0.01%	423
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	410
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	443
2019 Q3	$9K	Hold	300	–	–	﹤0.01%	443
2019 Q2	$9K	Sell	300 -100	-25%	-$2.98K	﹤0.01%	489
2019 Q1	$12K	Hold	400	–	–	﹤0.01%	433
2018 Q4	$11K	Sell	400 -77	-16%	-$2.16K	﹤0.01%	429
2018 Q3	$14K	Hold	477	–	–	﹤0.01%	435
2018 Q2	$13K	Hold	477	–	–	﹤0.01%	446
2018 Q1	$13K	Sell	477 -250	-34%	-$7.11K	﹤0.01%	424
2017 Q4	$22K	Hold	727	–	–	0.01%	376
2017 Q3	$23K	Hold	727	–	–	0.01%	391
2017 Q2	$23K	Sell	727 -200	-22%	-$6.62K	0.01%	385
2017 Q1	$30K	Sell	927 -100	-10%	-$3.4K	0.01%	338
2016 Q4	$33K	Sell	1,027 -50	-5%	-$1.61K	0.01%	313
2016 Q3	$35K	Hold	1,077	–	–	0.01%	298
2016 Q2	$34K	Buy	1,077 +77	+8%	+$2.41K	0.01%	293
2016 Q1	$31K	Buy	1,000 +100	+11%	+$2.83K	0.01%	257
2015 Q4	$26K	Buy	+900	New	+$26.2K	0.01%	261

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 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

Oakworth Capital's IYZ Position: Q2 2026 in Review

Oakworth Capital held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 300 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Oakworth Capital first reported a position in IYZ in Q4 2015 and has held it in 43 quarters since. The position peaked at $35K in Q3 2016. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Oakworth Capital held 300 shares of iShares US Telecommunications ETF worth $12.7K as of Q2 2026.
Oakworth Capital left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #672 holding.
Oakworth Capital first reported a position in iShares US Telecommunications ETF in Q4 2015 and has held it in 43 quarters since.
Oakworth Capital's iShares US Telecommunications ETF position peaked at $35K in Q3 2016.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.