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IYZ icon

Summit Financial Consulting’s iShares US Telecommunications ETF IYZ Stock Holding History

Summit Financial Consulting’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 		$8.13M Buy
197,359
+14,691
+8% +$618K 5.96% 6
2026
Q2 		$7.73M Sell
182,668
-39,851
-18% -$1.69M 5.24% 7
2026
Q1 		$8.75M Sell
222,519
-5,736
-3% -$215K 6.26% 4
2025
Q4 		$7.74M Buy
228,255
+17,509
+8% +$574K 5.62% 4
2025
Q3 		$6.8M Sell
210,746
-12,421
-6% -$382K 5.43% 5
2025
Q2 		$6.65M Sell
223,167
-222
-0.1% -$6.1K 5.97% 2
2025
Q1 		$6.12M Buy
+223,389
New +$6.17M 5.68% 3

Other funds holding IYZ

MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Summit Financial Consulting's IYZ Position: Q3 2026 in Review

Summit Financial Consulting increased its iShares US Telecommunications ETF (IYZ) stake by 8% in Q3 2026, buying an estimated $618K and bringing the position to 197,359 shares worth $8.13M. The position accounts for 5.96% of the portfolio, ranked #6.

Summit Financial Consulting first reported a position in IYZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.75M in Q1 2026. 27 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • Summit Financial Consulting held 197,359 shares of iShares US Telecommunications ETF worth $8.13M as of Q3 2026.
  • Summit Financial Consulting bought 14,691 iShares US Telecommunications ETF shares in Q3 2026, an estimated $618K.
  • iShares US Telecommunications ETF made up 5.96% of Summit Financial Consulting's portfolio in Q3 2026, its #6 holding.
  • Summit Financial Consulting first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 7 quarters since.
  • Summit Financial Consulting's iShares US Telecommunications ETF position peaked at $8.75M in Q1 2026.
  • 27 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.