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Balboa Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Balboa Wealth Partners’s Portfolio IYZ Stock Details IYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.64M Buy
+88,699
New +$2.64M 0.53% 37
2025
Q1 		– Sell
-92,288
Closed -$2.48M – 356
2024
Q4 		$2.48M Buy
+92,288
New +$2.48M 0.57% 32