D.J. St. Germain’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 | $402K | Sell |
13,496
-688
| -5% | -$20.5K | 0.02% | 229 |
|
|
2025
Q1 | $389K | Hold |
14,184
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $381K | Buy |
+14,184
| New | +$381K | 0.02% | 236 |
|
|
2017
Q1 | – | Sell |
-8,525
| Closed | -$294K | – | 142 |
|
|
2016
Q4 | $294K | Buy |
8,525
+195
| +2% | +$6.73K | 0.04% | 123 |
|
|
2016
Q3 | $268K | Buy |
8,330
+325
| +4% | +$10.5K | 0.04% | 119 |
|
|
2016
Q2 | $267K | Buy |
8,005
+200
| +3% | +$6.67K | 0.04% | 128 |
|
|
2016
Q1 | $240K | Buy |
+7,805
| New | +$240K | 0.03% | 131 |
|