Corient Private Wealth’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 | $1.05M | Buy |
35,312
+1,212
| +4% | +$36.1K | ﹤0.01% | 1403 |
|
|
2025
Q1 | $934K | Sell |
34,100
-2,976
| -8% | -$81.5K | ﹤0.01% | 1302 |
|
|
2024
Q4 | $995K | Buy |
37,076
+1,652
| +5% | +$44.3K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $895K | Sell |
35,424
-361
| -1% | -$9.12K | ﹤0.01% | 1425 |
|
|
2024
Q2 | $777K | Sell |
35,785
-13,322
| -27% | -$289K | ﹤0.01% | 1426 |
|
|
2024
Q1 | $1.08M | Buy |
49,107
+4,413
| +10% | +$97K | ﹤0.01% | 1289 |
|
|
2023
Q4 | $1.02M | Sell |
44,694
-34,433
| -44% | -$784K | ﹤0.01% | 1277 |
|
|
2023
Q3 | $1.69M | Sell |
79,127
-172
| -0.2% | -$3.66K | ﹤0.01% | 977 |
|
|
2023
Q2 | $1.75M | Sell |
79,299
-39,366
| -33% | -$870K | ﹤0.01% | 941 |
|
|
2023
Q1 | $2.75M | Buy |
118,665
+63,154
| +114% | +$1.46M | 0.01% | 749 |
|
|
2022
Q4 | $1.25M | Buy |
+55,511
| New | +$1.25M | ﹤0.01% | 846 |
|