Capital Analysts LLC’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 | $46K | Buy |
+1,539
| New | +$46K | ﹤0.01% | 837 |
|
|
2025
Q1 | – | Sell |
-3,215
| Closed | -$86K | – | 1409 |
|
|
2024
Q4 | $86K | Buy |
+3,215
| New | +$86K | ﹤0.01% | 640 |
|
|
2023
Q2 | – | Sell |
-6,640
| Closed | -$154K | – | 1016 |
|
|
2023
Q1 | $154K | Sell |
6,640
-8,153
| -55% | -$189K | 0.01% | 406 |
|
|
2022
Q4 | $332K | Buy |
+14,793
| New | +$332K | 0.02% | 342 |
|
|
2022
Q1 | – | Sell |
-689
| Closed | -$23K | – | 986 |
|
|
2021
Q4 | $23K | Buy |
+689
| New | +$23K | ﹤0.01% | 696 |
|