Beta Wealth Group’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
2023 Q4	–	Sell	-42,041	Closed	-$895K	–	107
2023 Q3	$895K	Buy	+42,041	New	+$895K	0.53%	40
2023 Q1	–	Sell	-20,652	Closed	-$463K	–	108
2022 Q4	$463K	Buy	+20,652	New	+$463K	0.31%	53