Concurrent 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 | $1.53M | Buy |
51,233
+19
| +0% | +$566 | 0.03% | 496 |
|
|
2025
Q1 | $1.4M | Buy |
51,214
+97
| +0.2% | +$2.66K | 0.03% | 447 |
|
|
2024
Q4 | $1.37M | Buy |
51,117
+2,613
| +5% | +$70.1K | 0.04% | 413 |
|
|
2024
Q3 | $1.23M | Buy |
48,504
+2,168
| +5% | +$54.8K | 0.04% | 419 |
|
|
2024
Q2 | $1.01M | Buy |
46,336
+4,360
| +10% | +$94.7K | 0.03% | 429 |
|
|
2024
Q1 | $923K | Buy |
41,976
+8,744
| +26% | +$192K | 0.04% | 382 |
|
|
2023
Q4 | $756K | Buy |
+33,232
| New | +$756K | 0.04% | 386 |
|