Capital Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Buy |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $535K | Sell |
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|
2021
Q2 | $555K | Sell |
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|
2021
Q1 | $549K | Hold |
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|
2020
Q4 | $513K | Sell |
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|
2020
Q3 | $463K | Hold |
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|
2020
Q2 | $469K | Hold |
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|
2020
Q1 | $423K | Sell |
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|
2019
Q4 | $576K | Sell |
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|
2019
Q3 | $570K | Sell |
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|
2019
Q2 | $586K | Sell |
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|
2019
Q1 | $624K | Hold |
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|
2018
Q4 | $553K | Sell |
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|
2018
Q3 | $643K | Sell |
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|
2018
Q2 | $604K | Sell |
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|
2018
Q1 | $620K | Sell |
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|
2017
Q4 | $710K | Sell |
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|
2017
Q3 | $868K | Sell |
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|
2017
Q2 | $974K | Sell |
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|
2017
Q1 | $992K | Sell |
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|
2016
Q4 | $1.08M | Sell |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.17M | Sell |
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|
2016
Q1 | $1.1M | Sell |
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|
2015
Q4 | $1.1M | Sell |
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|
2015
Q3 | $1.05M | Sell |
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|
2015
Q2 | $1.26M | Sell |
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|
2015
Q1 | $1.4M | Sell |
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|
2014
Q4 | $1.55M | Buy |
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|
2014
Q3 | $1.56M | Buy |
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|
2014
Q2 | $1.55M | Buy |
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|
2014
Q1 | $1.51M | Sell |
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|
2013
Q4 | $1.54M | Buy |
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