Chicago Trust’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
$254K Sell
8,514
-170
-2% -$5.06K 0.04% 358
2025
Q1
$238K Hold
8,684
0.04% 328
2024
Q4
$233K Hold
8,684
0.04% 310
2024
Q3
$219K Buy
+8,684
New +$219K 0.04% 349
2022
Q1
Sell
-6,356
Closed -$209K 342
2021
Q4
$209K Buy
6,356
+81
+1% +$2.66K 0.04% 323
2021
Q3
$204K Hold
6,275
0.04% 318
2021
Q2
$208K Hold
6,275
0.05% 304
2021
Q1
$203K Buy
+6,275
New +$203K 0.07% 202