Y-Intercept (HK)
IYZ icon

Y-Intercept (HK)’s iShares US Telecommunications ETF IYZ Stock Holding History

Y-Intercept (HK)’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 		– Sell
-5,002
Closed -$212K – 1834
2026
Q2 		$212K Sell
5,002
-2,156
-30% -$91.5K ﹤0.01% 1564
2026
Q1 		$281K Sell
7,158
-2,056
-22% -$76.9K 0.01% 1388
2025
Q4 		$312K Buy
+9,214
New +$302K 0.01% 1359

Other funds holding IYZ

MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Cadent Capital Advisors
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
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return
Sacks & Associates
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Y-Intercept (HK)'s IYZ Position: Q3 2026 in Review

Y-Intercept (HK) sold out of iShares US Telecommunications ETF (IYZ) in Q3 2026, closing a stake of 5,002 shares — an estimated $212K sold.

Y-Intercept (HK) first reported a position in IYZ in Q4 2025 and held it in 3 quarters. The position peaked at $312K in Q4 2025. 42 funds tracked by Wall St. Rank hold IYZ as of Q3 2026.

  • Y-Intercept (HK) reported no remaining iShares US Telecommunications ETF position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 5,002 iShares US Telecommunications ETF shares in Q3 2026, an estimated $212K.
  • Y-Intercept (HK) first reported a position in iShares US Telecommunications ETF in Q4 2025 and held it in 3 quarters.
  • Y-Intercept (HK)'s iShares US Telecommunications ETF position peaked at $312K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.