Capital Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Capital Investment Advisors’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$382K	Buy	9,726 +3	+0%	+$112	0.01%	541
2025 Q4	$330K	Sell	9,723 -517	-5%	-$16.9K	0.01%	575
2025 Q3	$330K	Buy	10,240 +23	+0.2%	+$708	0.01%	560
2025 Q2	$304K	Sell	10,217 -674	-6%	-$18.5K	0.01%	567
2025 Q1	$298K	Sell	10,891 -909	-8%	-$25.1K	0.01%	557
2024 Q4	$317K	Sell	11,800 -818	-6%	-$21.8K	0.01%	506
2024 Q3	$319K	Buy	12,618 +6	+0%	+$138	0.01%	490
2024 Q2	$274K	Buy	12,612 +9	+0.1%	+$191	0.01%	504
2024 Q1	$277K	Sell	12,603 -4,025	-24%	-$90.3K	0.01%	501
2023 Q4	$378K	Sell	16,628 -6,927	-29%	-$149K	0.01%	434
2023 Q3	$502K	Sell	23,555 -8,679	-27%	-$192K	0.01%	358
2023 Q2	$712K	Sell	32,234 -19,744	-38%	-$432K	0.02%	287
2023 Q1	$1.2M	Buy	51,978 +169	+0.3%	+$3.94K	0.04%	223
2022 Q4	$1.16M	Buy	51,809 +37,541	+263%	+$838K	0.04%	233
2022 Q3	$298K	Sell	14,268 -838	-6%	-$20.9K	0.01%	419
2022 Q2	$380K	Sell	15,106 -215	-1%	-$5.81K	0.01%	383
2022 Q1	$458K	Sell	15,321 -102	-0.7%	-$3.11K	0.01%	374
2021 Q4	$508K	Sell	15,423 -1,050	-6%	-$33.8K	0.02%	370
2021 Q3	$535K	Sell	16,473 -245	-1%	-$8.26K	0.02%	354
2021 Q2	$555K	Sell	16,718 -250	-1%	-$8.29K	0.02%	354
2021 Q1	$549K	Hold	16,968	–	–	0.02%	335
2020 Q4	$513K	Sell	16,968 -58	-0.3%	-$1.68K	0.02%	329
2020 Q3	$463K	Hold	17,026	–	–	0.02%	329
2020 Q2	$469K	Hold	17,026	–	–	0.02%	321
2020 Q1	$423K	Sell	17,026 -2,245	-12%	-$64K	0.03%	304
2019 Q4	$576K	Sell	19,271 -242	-1%	-$7.13K	0.03%	304
2019 Q3	$570K	Sell	19,513 -375	-2%	-$11K	0.03%	292
2019 Q2	$586K	Sell	19,888 -1,090	-5%	-$32.4K	0.03%	285
2019 Q1	$624K	Hold	20,978	–	–	0.04%	267
2018 Q4	$553K	Sell	20,978 -650	-3%	-$18.2K	0.04%	270
2018 Q3	$643K	Sell	21,628 -295	-1%	-$8.51K	0.04%	261
2018 Q2	$604K	Sell	21,923 -1,005	-4%	-$27.6K	0.04%	265
2018 Q1	$620K	Sell	22,928 -1,197	-5%	-$34K	0.04%	260
2017 Q4	$710K	Sell	24,125 -4,434	-16%	-$131K	0.05%	247
2017 Q3	$868K	Sell	28,559 -1,625	-5%	-$51.1K	0.06%	226
2017 Q2	$974K	Sell	30,184 -485	-2%	-$16.1K	0.07%	208
2017 Q1	$992K	Sell	30,669 -775	-2%	-$26.3K	0.08%	203
2016 Q4	$1.08M	Sell	31,444 -2,012	-6%	-$64.8K	0.09%	190
2016 Q3	$1.08M	Sell	33,456 -1,615	-5%	-$53.2K	0.09%	181
2016 Q2	$1.17M	Sell	35,071 -710	-2%	-$22.2K	0.11%	164
2016 Q1	$1.1M	Sell	35,781 -2,585	-7%	-$73.2K	0.11%	162
2015 Q4	$1.1M	Sell	38,366 -375	-1%	-$10.9K	0.11%	159
2015 Q3	$1.05M	Sell	38,741 -4,385	-10%	-$125K	0.12%	152
2015 Q2	$1.26M	Sell	43,126 -3,340	-7%	-$102K	0.14%	152
2015 Q1	$1.4M	Sell	46,466 -6,517	-12%	-$196K	0.15%	145
2014 Q4	$1.55M	Buy	52,983 +942	+2%	+$27.9K	0.17%	123
2014 Q3	$1.56M	Buy	52,041 +863	+2%	+$26.3K	0.18%	126
2014 Q2	$1.55M	Buy	51,178 +928	+2%	+$27.5K	0.18%	130
2014 Q1	$1.51M	Sell	50,250 -1,720	-3%	-$50.2K	0.19%	125
2013 Q4	$1.54M	Buy	+51,970	New	+$1.49M	0.2%	118