AAMA
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 |
|