Atria Investments’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 | $496K | Sell |
16,672
-5,269
| -24% | -$157K | 0.01% | 1421 |
|
2025
Q1 | $601K | Buy |
21,941
+6,474
| +42% | +$177K | 0.01% | 1249 |
|
2024
Q4 | $415K | Buy |
+15,467
| New | +$415K | 0.01% | 1424 |
|
2019
Q2 | – | Sell |
-11,099
| Closed | -$330K | – | 1033 |
|
2019
Q1 | $330K | Buy |
11,099
+1,836
| +20% | +$54.6K | 0.01% | 664 |
|
2018
Q4 | $244K | Buy |
+9,263
| New | +$244K | 0.01% | 738 |
|
2017
Q1 | – | Sell |
-12,842
| Closed | -$443K | – | 697 |
|
2016
Q4 | $443K | Buy |
+12,842
| New | +$443K | 0.03% | 369 |
|