Destination Wealth Management’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 | $2.13M | Sell |
71,628
-1,678
| -2% | -$50K | 0.06% | 115 |
|
|
2025
Q1 | $2.01M | Sell |
73,306
-1,915
| -3% | -$52.5K | 0.06% | 114 |
|
|
2024
Q4 | $2.02M | Sell |
75,221
-2,352
| -3% | -$63.1K | 0.06% | 111 |
|
|
2024
Q3 | $1.96M | Buy |
77,573
+1,400
| +2% | +$35.4K | 0.06% | 111 |
|
|
2024
Q2 | $1.65M | Buy |
76,173
+2,009
| +3% | +$43.6K | 0.05% | 109 |
|
|
2024
Q1 | $1.63M | Buy |
74,164
+7,276
| +11% | +$160K | 0.05% | 113 |
|
|
2023
Q4 | $1.52M | Sell |
66,888
-3,768
| -5% | -$85.8K | 0.05% | 114 |
|
|
2023
Q3 | $1.5M | Buy |
70,656
+1,158
| +2% | +$24.7K | 0.06% | 110 |
|
|
2023
Q2 | $1.54M | Buy |
69,498
+3,566
| +5% | +$78.8K | 0.06% | 109 |
|
|
2023
Q1 | $1.53M | Buy |
65,932
+5,224
| +9% | +$121K | 0.06% | 112 |
|
|
2022
Q4 | $1.36M | Sell |
60,708
-1,262
| -2% | -$28.3K | 0.05% | 113 |
|
|
2022
Q3 | $1.29M | Buy |
61,970
+4,850
| +8% | +$101K | 0.05% | 111 |
|
|
2022
Q2 | $1.44M | Sell |
57,120
-2,567
| -4% | -$64.5K | 0.06% | 115 |
|
|
2022
Q1 | $1.78M | Sell |
59,687
-2,204
| -4% | -$65.9K | 0.07% | 106 |
|
|
2021
Q4 | $2.04M | Sell |
61,891
-1,535
| -2% | -$50.5K | 0.07% | 106 |
|
|
2021
Q3 | $2.06M | Sell |
63,426
-984
| -2% | -$31.9K | 0.08% | 101 |
|
|
2021
Q2 | $2.14M | Buy |
64,410
+1,518
| +2% | +$50.4K | 0.08% | 102 |
|
|
2021
Q1 | $2.03M | Buy |
62,892
+3,283
| +6% | +$106K | 0.08% | 100 |
|
|
2020
Q4 | $1.8M | Sell |
59,609
-2,796
| -4% | -$84.5K | 0.08% | 94 |
|
|
2020
Q3 | $1.7M | Sell |
62,405
-193
| -0.3% | -$5.25K | 0.09% | 87 |
|
|
2020
Q2 | $1.73M | Buy |
62,598
+1,709
| +3% | +$47.1K | 0.09% | 88 |
|
|
2020
Q1 | $1.51M | Sell |
60,889
-1,396
| -2% | -$34.7K | 0.09% | 89 |
|
|
2019
Q4 | $1.86M | Sell |
62,285
-2,422
| -4% | -$72.4K | 0.09% | 87 |
|
|
2019
Q3 | $1.89M | Sell |
64,707
-351
| -0.5% | -$10.2K | 0.1% | 87 |
|
|
2019
Q2 | $1.92M | Buy |
65,058
+471
| +0.7% | +$13.9K | 0.11% | 87 |
|
|
2019
Q1 | $1.92M | Buy |
64,587
+3,606
| +6% | +$107K | 0.11% | 87 |
|
|
2018
Q4 | $1.61M | Sell |
60,981
-5,214
| -8% | -$137K | 0.1% | 88 |
|
|
2018
Q3 | $1.97M | Buy |
66,195
+1,193
| +2% | +$35.5K | 0.11% | 87 |
|
|
2018
Q2 | $1.79M | Sell |
65,002
-954
| -1% | -$26.3K | 0.11% | 87 |
|
|
2018
Q1 | $1.78M | Buy |
65,956
+11,869
| +22% | +$321K | 0.11% | 84 |
|
|
2017
Q4 | $1.59M | Sell |
54,087
-2,653
| -5% | -$78K | 0.1% | 86 |
|
|
2017
Q3 | $1.73M | Sell |
56,740
-2,128
| -4% | -$64.7K | 0.11% | 83 |
|
|
2017
Q2 | $1.9M | Buy |
58,868
+2,159
| +4% | +$69.6K | 0.13% | 84 |
|
|
2017
Q1 | $1.83M | Buy |
56,709
+1,748
| +3% | +$56.5K | 0.13% | 79 |
|
|
2016
Q4 | $1.9M | Buy |
+54,961
| New | +$1.9M | 0.14% | 77 |
|