AAMA
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Advanced Asset Management Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
7,007
-784
-10% -$23.3K 0.06% 64
2025
Q1
$213K Sell
7,791
-818
-10% -$22.4K 0.06% 63
2024
Q4
$231K Buy
8,609
+5
+0.1% +$134 0.06% 67
2024
Q3
$187K Hold
8,604
0.05% 71
2024
Q2
$187K Sell
8,604
-112
-1% -$2.43K 0.05% 72
2024
Q1
$192K Buy
8,716
+643
+8% +$14.1K 0.05% 75
2023
Q4
$184K Buy
8,073
+345
+4% +$7.85K 0.04% 76
2023
Q3
$165K Sell
7,728
-293
-4% -$6.24K 0.04% 75
2023
Q2
$177K Sell
8,021
-823
-9% -$18.2K 0.04% 72
2023
Q1
$205K Buy
8,844
+29
+0.3% +$672 0.05% 72
2022
Q4
$198K Buy
8,815
+1,117
+15% +$25.1K 0.05% 71
2022
Q3
$161K Buy
7,698
+292
+4% +$6.11K 0.04% 70
2022
Q2
$186K Sell
7,406
-747
-9% -$18.8K 0.05% 70
2022
Q1
$244K Buy
8,153
+80
+1% +$2.39K 0.05% 67
2021
Q4
$266K Buy
8,073
+902
+13% +$29.7K 0.06% 67
2021
Q3
$233K Buy
7,171
+370
+5% +$12K 0.05% 74
2021
Q2
$226K Sell
6,801
-68
-1% -$2.26K 0.05% 76
2021
Q1
$222K Buy
6,869
+178
+3% +$5.75K 0.05% 79
2020
Q4
$202K Buy
6,691
+203
+3% +$6.13K 0.05% 80
2020
Q3
$176K Sell
6,488
-280
-4% -$7.6K 0.05% 79
2020
Q2
$187K Buy
+6,768
New +$187K 0.05% 77