Carson Wealth (CWM LLC)’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Hold |
2,074
| – | – | ﹤0.01% | 3104 |
|
|
2025
Q1 | $57K | Sell |
2,074
-510
| -20% | -$14K | ﹤0.01% | 2867 |
|
|
2024
Q4 | $69K | Hold |
2,584
| – | – | ﹤0.01% | 2544 |
|
|
2024
Q3 | $65K | Sell |
2,584
-1
| -0% | -$25 | ﹤0.01% | 2492 |
|
|
2024
Q2 | $56K | Sell |
2,585
-799
| -24% | -$17.3K | ﹤0.01% | 2398 |
|
|
2024
Q1 | $74K | Sell |
3,384
-427
| -11% | -$9.34K | ﹤0.01% | 2053 |
|
|
2023
Q4 | $87K | Buy |
3,811
+104
| +3% | +$2.37K | ﹤0.01% | 1838 |
|
|
2023
Q3 | $79K | Hold |
3,707
| – | – | ﹤0.01% | 1776 |
|
|
2023
Q2 | $82K | Hold |
3,707
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q1 | $86K | Buy |
3,707
+1,727
| +87% | +$40.1K | ﹤0.01% | 1569 |
|
|
2022
Q4 | $44K | Buy |
1,980
+30
| +2% | +$667 | ﹤0.01% | 1804 |
|
|
2022
Q3 | $41K | Hold |
1,950
| – | – | ﹤0.01% | 1753 |
|
|
2022
Q2 | $49K | Hold |
1,950
| – | – | ﹤0.01% | 1639 |
|
|
2022
Q1 | $58K | Hold |
1,950
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q4 | $64K | Buy |
+1,950
| New | +$64K | ﹤0.01% | 1477 |
|
|
2021
Q2 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2021
Q1 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q4 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q3 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q2 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q1 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q4 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q3 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q2 | $39K | Hold |
1,160
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q1 | $39K | Sell |
1,160
-8,432
| -88% | -$283K | ﹤0.01% | 1495 |
|
|
2018
Q4 | $253K | Buy |
9,592
+6,432
| +204% | +$170K | 0.01% | 553 |
|
|
2018
Q3 | $94K | Hold |
3,160
| – | – | ﹤0.01% | 631 |
|
|
2018
Q2 | $87K | Sell |
3,160
-366
| -10% | -$10.1K | ﹤0.01% | 536 |
|
|
2018
Q1 | $95K | Hold |
3,526
| – | – | ﹤0.01% | 450 |
|
|
2017
Q4 | $104K | Sell |
3,526
-579
| -14% | -$17.1K | ﹤0.01% | 423 |
|
|
2017
Q3 | $125K | Sell |
4,105
-347
| -8% | -$10.6K | 0.01% | 385 |
|
|
2017
Q2 | $144K | Sell |
4,452
-326
| -7% | -$10.5K | 0.01% | 343 |
|
|
2017
Q1 | $155K | Buy |
4,778
+655
| +16% | +$21.2K | 0.01% | 317 |
|
|
2016
Q4 | $142K | Buy |
4,123
+463
| +13% | +$15.9K | 0.01% | 309 |
|
|
2016
Q3 | $118K | Hold |
3,660
| – | – | 0.01% | 315 |
|
|
2016
Q2 | $122K | Sell |
3,660
-133
| -4% | -$4.43K | 0.01% | 286 |
|
|
2016
Q1 | $117K | Buy |
+3,793
| New | +$117K | 0.01% | 264 |
|