CoreCap Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
7,213
+3,330
| +86% | +$99.2K | 0.01% | 717 |
|
|
2025
Q1 | $106K | Sell |
3,883
-149,593
| -97% | -$4.1M | ﹤0.01% | 885 |
|
|
2024
Q4 | $4.12M | Buy |
153,476
+149,978
| +4,288% | +$4.02M | 0.19% | 101 |
|
|
2024
Q3 | $88.4K | Buy |
+3,498
| New | +$88.4K | ﹤0.01% | 969 |
|
|
2023
Q3 | – | Sell |
-15,146
| Closed | -$335K | – | 586 |
|
|
2023
Q2 | $335K | Buy |
+15,146
| New | +$335K | 0.02% | 435 |
|
|
2022
Q4 | $194K | Buy |
+8,645
| New | +$194K | 0.01% | 541 |
|
|
2022
Q3 | – | Sell |
-1,194
| Closed | -$30K | – | 1320 |
|
|
2022
Q2 | $30K | Buy |
+1,194
| New | +$30K | ﹤0.01% | 1108 |
|