Capital Investment 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 | $304K | Sell |
10,217
-674
| -6% | -$20.1K | 0.01% | 566 |
|
|
2025
Q1 | $298K | Sell |
10,891
-909
| -8% | -$24.9K | 0.01% | 557 |
|
|
2024
Q4 | $317K | Sell |
11,800
-818
| -6% | -$21.9K | 0.01% | 506 |
|
|
2024
Q3 | $319K | Buy |
12,618
+6
| +0% | +$152 | 0.01% | 490 |
|
|
2024
Q2 | $274K | Buy |
12,612
+9
| +0.1% | +$195 | 0.01% | 504 |
|
|
2024
Q1 | $277K | Sell |
12,603
-4,025
| -24% | -$88.5K | 0.01% | 501 |
|
|
2023
Q4 | $378K | Sell |
16,628
-6,927
| -29% | -$158K | 0.01% | 434 |
|
|
2023
Q3 | $502K | Sell |
23,555
-8,679
| -27% | -$185K | 0.01% | 358 |
|
|
2023
Q2 | $712K | Sell |
32,234
-19,744
| -38% | -$436K | 0.02% | 287 |
|
|
2023
Q1 | $1.2M | Buy |
51,978
+169
| +0.3% | +$3.91K | 0.04% | 223 |
|
|
2022
Q4 | $1.16M | Buy |
51,809
+37,541
| +263% | +$842K | 0.04% | 233 |
|
|
2022
Q3 | $298K | Sell |
14,268
-838
| -6% | -$17.5K | 0.01% | 419 |
|
|
2022
Q2 | $380K | Sell |
15,106
-215
| -1% | -$5.41K | 0.01% | 383 |
|
|
2022
Q1 | $458K | Sell |
15,321
-102
| -0.7% | -$3.05K | 0.01% | 374 |
|
|
2021
Q4 | $508K | Sell |
15,423
-1,050
| -6% | -$34.6K | 0.02% | 370 |
|
|
2021
Q3 | $535K | Sell |
16,473
-245
| -1% | -$7.96K | 0.02% | 354 |
|
|
2021
Q2 | $555K | Sell |
16,718
-250
| -1% | -$8.3K | 0.02% | 354 |
|
|
2021
Q1 | $549K | Hold |
16,968
| – | – | 0.02% | 335 |
|
|
2020
Q4 | $513K | Sell |
16,968
-58
| -0.3% | -$1.75K | 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% | -$55.8K | 0.03% | 304 |
|
|
2019
Q4 | $576K | Sell |
19,271
-242
| -1% | -$7.23K | 0.03% | 304 |
|
|
2019
Q3 | $570K | Sell |
19,513
-375
| -2% | -$11K | 0.03% | 292 |
|
|
2019
Q2 | $586K | Sell |
19,888
-1,090
| -5% | -$32.1K | 0.03% | 285 |
|
|
2019
Q1 | $624K | Hold |
20,978
| – | – | 0.04% | 267 |
|
|
2018
Q4 | $553K | Sell |
20,978
-650
| -3% | -$17.1K | 0.04% | 270 |
|
|
2018
Q3 | $643K | Sell |
21,628
-295
| -1% | -$8.77K | 0.04% | 261 |
|
|
2018
Q2 | $604K | Sell |
21,923
-1,005
| -4% | -$27.7K | 0.04% | 265 |
|
|
2018
Q1 | $620K | Sell |
22,928
-1,197
| -5% | -$32.4K | 0.04% | 260 |
|
|
2017
Q4 | $710K | Sell |
24,125
-4,434
| -16% | -$130K | 0.05% | 247 |
|
|
2017
Q3 | $868K | Sell |
28,559
-1,625
| -5% | -$49.4K | 0.06% | 226 |
|
|
2017
Q2 | $974K | Sell |
30,184
-485
| -2% | -$15.7K | 0.07% | 208 |
|
|
2017
Q1 | $992K | Sell |
30,669
-775
| -2% | -$25.1K | 0.08% | 203 |
|
|
2016
Q4 | $1.09M | Sell |
31,444
-2,012
| -6% | -$69.4K | 0.09% | 190 |
|
|
2016
Q3 | $1.08M | Sell |
33,456
-1,615
| -5% | -$52K | 0.09% | 181 |
|
|
2016
Q2 | $1.17M | Sell |
35,071
-710
| -2% | -$23.6K | 0.11% | 164 |
|
|
2016
Q1 | $1.1M | Sell |
35,781
-2,585
| -7% | -$79.5K | 0.11% | 162 |
|
|
2015
Q4 | $1.11M | Sell |
38,366
-375
| -1% | -$10.8K | 0.11% | 159 |
|
|
2015
Q3 | $1.05M | Sell |
38,741
-4,385
| -10% | -$118K | 0.12% | 152 |
|
|
2015
Q2 | $1.26M | Sell |
43,126
-3,340
| -7% | -$97.8K | 0.14% | 152 |
|
|
2015
Q1 | $1.4M | Sell |
46,466
-6,517
| -12% | -$197K | 0.15% | 145 |
|
|
2014
Q4 | $1.55M | Buy |
52,983
+942
| +2% | +$27.6K | 0.17% | 123 |
|
|
2014
Q3 | $1.56M | Buy |
52,041
+863
| +2% | +$25.9K | 0.18% | 126 |
|
|
2014
Q2 | $1.55M | Buy |
51,178
+928
| +2% | +$28.1K | 0.18% | 130 |
|
|
2014
Q1 | $1.51M | Sell |
50,250
-1,720
| -3% | -$51.6K | 0.19% | 125 |
|
|
2013
Q4 | $1.55M | Buy |
+51,970
| New | +$1.55M | 0.2% | 118 |
|