AE Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.02M	Buy	168,618 +38,998	+30%	+$1.16M	0.04%	347
2025 Q1	$3.55M	Sell	129,620 -154,315	-54%	-$4.23M	0.03%	412
2024 Q4	$7.62M	Buy	+283,935	New	+$7.62M	0.06%	269
2022 Q2	–	Sell	-26,511	Closed	-$792K	–	1777
2022 Q1	$792K	Buy	+26,511	New	+$792K	0.01%	1004