IYZ · Insider trading · 13F holders · Congress trades
Telecommunicat ionsETF (IYZ)
Who is buying and selling IYZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 21
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
IYZ at a glance
- No open-market insider purchases or sales of IYZ were filed in the last 90 days.
- 21 13F filers hold IYZ among their 50 largest positions, worth $116.1M combined. The biggest bets by portfolio weight are Summit Financial Consulting LLC (6.0%), Camarda Financial Advisors, LLC (4.4%) and Sharp Wealth Advisory, LLC (3.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- Members of Congress have disclosed 1 IYZ trade since 2021, 1 purchase and 0 sales in the past year; the latest was Donald S. Beyer, Jr. (D-VA), buying $1K–15K on Dec 22, 2021.
- IYZ last closed at $38.63 on Oct 30, 2026.
IYZ insider trading
No open-market insider purchases or sales of IYZ were filed in the last 90 days.
Who owns IYZ? Hedge funds and superinvestors
21 13F filers hold IYZ among their 50 largest positions, worth $116.1M combined. The biggest bets by portfolio weight are Summit Financial Consulting LLC (6.0%), Camarda Financial Advisors, LLC (4.4%) and Sharp Wealth Advisory, LLC (3.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| MinichMacGregor Wealth Management, LLCWealth manager | 3.3% | $20.7M | 503,804 | +1.4% shares | Q3 2026 |
| Camarda Financial Advisors, LLCWealth manager | 4.4% | $14.5M | 342,521 | — | Q2 2026 |
| Three Seasons Wealth, LLCWealth manager | 1.0% | $10.5M | 249,263 | +95.3% shares | Q2 2026 |
| Well Done, LLCWealth manager | 1.2% | $8.9M | 216,300 | +1.5% shares | Q3 2026 |
| Advisortrust Partners, LLCWealth manager | 2.9% | $8.5M | 201,487 | -35.7% shares | Q2 2026 |
| Summit Financial Consulting LLCWealth manager | 6.0% | $8.1M | 197,359 | +8.0% shares | Q3 2026 |
| Sharp Wealth Advisory, LLCWealth manager | 3.4% | $7.2M | 171,282 | — | Q2 2026 |
| Measured Wealth Private Client Group, LLCWealth manager | 1.7% | $6.8M | 161,440 | — | Q2 2026 |
| USA Financial FormulasWealth manager | 1.1% | $5.8M | 135,906 | — | Q2 2026 |
| Monument Capital ManagementWealth manager | 1.1% | $5.5M | 133,797 | — | Q3 2026 |
| Cadent Capital Advisors, LLCWealth manager | 0.9% | $4.4M | 106,555 | -30.7% shares | Q3 2026 |
| CrobanInvestment manager | 1.4% | $3.2M | 75,844 | -0.4% shares | Q2 2026 |
| Financial Management Professionals, Inc.Wealth manager | 0.2% | $2.1M | 52,096 | -10.3% shares | Q3 2026 |
| Wagner Wealth Management, CorpWealth manager | 1.6% | $2.1M | 49,847 | +4.9% shares | Q3 2026 |
| Sacks & Associates, LLCWealth manager | 1.3% | $1.8M | 44,231 | -0.2% shares | Q3 2026 |
| Lee Johnson Capital Management, LLCWealth manager | 0.5% | $1.7M | 40,170 | -4.3% shares | Q2 2026 |
| Lakeshore Capital Group, Inc.Wealth manager | 0.8% | $1.3M | 30,590 | +0.2% shares | Q3 2026 |
| Brendel Financial Advisors LLCWealth manager | 0.5% | $1.0M | 24,768 | — | Q2 2026 |
| Muirfield Wealth Advisors LLCWealth manager | 0.6% | $927K | 21,918 | — | Q2 2026 |
| APS Management Group, Inc.Wealth manager | 0.4% | $544K | 13,219 | -28.2% shares | Q3 2026 |
| Advanced Asset Management Advisors IncMutual fund manager | 0.1% | $277K | 6,721 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 10). Screen IYZ in the grand portfolio →
IYZ stock trades by members of Congress
Members of Congress have disclosed 1 IYZ trade since 2021, 1 purchase and 0 sales in the past year; the latest was Donald S. Beyer, Jr. (D-VA), buying $1K–15K on Dec 22, 2021.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jan 1, 2022 | Donald S. Beyer, Jr.D-VA · House | Buy | $1K–15K | Dec 22, 2021 | +18.8% |
IYZ questions and answers
Are insiders buying IYZ stock?
No open-market insider purchases or sales of IYZ were filed in the last 90 days.
Which hedge funds own IYZ?
21 13F filers hold IYZ among their 50 largest positions, worth $116.1M combined. The biggest bets by portfolio weight are Summit Financial Consulting LLC (6.0%), Camarda Financial Advisors, LLC (4.4%) and Sharp Wealth Advisory, LLC (3.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded IYZ?
Members of Congress have disclosed 1 IYZ trade since 2021, 1 purchase and 0 sales in the past year; the latest was Donald S. Beyer, Jr. (D-VA), buying $1K–15K on Dec 22, 2021.
Who is the largest holder of IYZ?
Among 13F filers, MinichMacGregor Wealth Management, LLC reports the largest IYZ position, $20.7M (503,804 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Summit Financial Consulting LLC's: 6.0% of its portfolio.
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Free to use with a link back. The data updates every filing day.