Cambridge Investment Research Advisors’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
$8.06M Buy
270,626
+87,808
+48% +$2.61M 0.02% 634
2025
Q1
$5.01M Buy
182,818
+90,787
+99% +$2.49M 0.02% 804
2024
Q4
$2.47M Buy
+92,031
New +$2.47M 0.01% 1208
2024
Q3
Sell
-10,632
Closed -$231K 3477
2024
Q2
$231K Buy
10,632
+173
+2% +$3.76K ﹤0.01% 2917
2024
Q1
$230K Buy
10,459
+1,148
+12% +$25.2K ﹤0.01% 2913
2023
Q4
$212K Sell
9,311
-910
-9% -$20.7K ﹤0.01% 2854
2023
Q3
$218K Sell
10,221
-347
-3% -$7.4K ﹤0.01% 2744
2023
Q2
$234K Sell
10,568
-554
-5% -$12.3K ﹤0.01% 2748
2023
Q1
$258K Sell
11,122
-691
-6% -$16K ﹤0.01% 2611
2022
Q4
$265K Buy
+11,813
New +$265K ﹤0.01% 2527
2022
Q3
Sell
-9,589
Closed -$241K 3115
2022
Q2
$241K Sell
9,589
-8,960
-48% -$225K ﹤0.01% 2566
2022
Q1
$554K Sell
18,549
-535
-3% -$16K ﹤0.01% 2019
2021
Q4
$628K Sell
19,084
-1,001
-5% -$32.9K ﹤0.01% 1928
2021
Q3
$652K Sell
20,085
-55,319
-73% -$1.8M ﹤0.01% 1839
2021
Q2
$2.51M Buy
75,404
+55,537
+280% +$1.84M 0.01% 985
2021
Q1
$642K Buy
19,867
+8,675
+78% +$280K ﹤0.01% 1709
2020
Q4
$338K Sell
11,192
-7,652
-41% -$231K ﹤0.01% 2044
2020
Q3
$513K Buy
18,844
+901
+5% +$24.5K ﹤0.01% 1583
2020
Q2
$495K Buy
+17,943
New +$495K ﹤0.01% 1561
2020
Q1
Sell
-8,645
Closed -$258K 2388
2019
Q4
$258K Sell
8,645
-1,983
-19% -$59.2K ﹤0.01% 2014
2019
Q3
$310K Sell
10,628
-1,337
-11% -$39K ﹤0.01% 1799
2019
Q2
$352K Sell
11,965
-12,065
-50% -$355K ﹤0.01% 1652
2019
Q1
$715K Buy
24,030
+11,476
+91% +$341K 0.01% 1252
2018
Q4
$331K Buy
12,554
+2,881
+30% +$76K ﹤0.01% 1602
2018
Q3
$288K Sell
9,673
-1,088
-10% -$32.4K ﹤0.01% 1820
2018
Q2
$297K Sell
10,761
-1,578
-13% -$43.6K ﹤0.01% 1738
2018
Q1
$333K Buy
12,339
+148
+1% +$3.99K ﹤0.01% 1592
2017
Q4
$359K Buy
12,191
+1,554
+15% +$45.8K ﹤0.01% 1529
2017
Q3
$323K Sell
10,637
-305
-3% -$9.26K ﹤0.01% 1501
2017
Q2
$353K Sell
10,942
-26,814
-71% -$865K 0.01% 1411
2017
Q1
$1.22M Buy
37,756
+8,393
+29% +$271K 0.02% 641
2016
Q4
$1.01M Buy
29,363
+20,470
+230% +$706K 0.02% 668
2016
Q3
$287K Sell
8,893
-17,793
-67% -$574K 0.01% 1328
2016
Q2
$889K Buy
26,686
+18,259
+217% +$608K 0.02% 661
2016
Q1
$259K Sell
8,427
-292
-3% -$8.97K 0.01% 1252
2015
Q4
$251K Sell
8,719
-83
-0.9% -$2.39K 0.01% 1216
2015
Q3
$238K Buy
8,802
+1,068
+14% +$28.9K 0.01% 1149
2015
Q2
$226K Buy
+7,734
New +$226K 0.01% 1209
2015
Q1
Sell
-9,958
Closed -$292K 1432
2014
Q4
$292K Buy
9,958
+598
+6% +$17.5K 0.01% 1031
2014
Q3
$280K Buy
9,360
+1,089
+13% +$32.6K 0.01% 1130
2014
Q2
$251K Sell
8,271
-95
-1% -$2.88K 0.01% 1083
2014
Q1
$251K Sell
8,366
-4,644
-36% -$139K 0.01% 1033
2013
Q4
$387K Buy
13,010
+85
+0.7% +$2.53K 0.02% 762
2013
Q3
$356K Sell
12,925
-1,450
-10% -$39.9K 0.02% 763
2013
Q2
$372K Buy
+14,375
New +$372K 0.02% 668