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 |
|