Destination Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Destination Wealth Management’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.72M	Sell	69,088 -2,210	-3%	-$82.7K	0.07%	117
2025 Q4	$2.42M	Buy	71,298 +75	+0.1%	+$2.46K	0.06%	121
2025 Q3	$2.3M	Sell	71,223 -405	-0.6%	-$12.5K	0.06%	113
2025 Q2	$2.13M	Sell	71,628 -1,678	-2%	-$46.1K	0.06%	115
2025 Q1	$2.01M	Sell	73,306 -1,915	-3%	-$52.9K	0.06%	114
2024 Q4	$2.02M	Sell	75,221 -2,352	-3%	-$62.8K	0.06%	111
2024 Q3	$1.96M	Buy	77,573 +1,400	+2%	+$32.2K	0.06%	111
2024 Q2	$1.65M	Buy	76,173 +2,009	+3%	+$42.6K	0.05%	109
2024 Q1	$1.63M	Buy	74,164 +7,276	+11%	+$163K	0.05%	113
2023 Q4	$1.52M	Sell	66,888 -3,768	-5%	-$80.8K	0.05%	114
2023 Q3	$1.5M	Buy	70,656 +1,158	+2%	+$25.6K	0.06%	110
2023 Q2	$1.54M	Buy	69,498 +3,566	+5%	+$77.9K	0.06%	109
2023 Q1	$1.53M	Buy	65,932 +5,224	+9%	+$122K	0.06%	112
2022 Q4	$1.36M	Sell	60,708 -1,262	-2%	-$28.2K	0.05%	113
2022 Q3	$1.29M	Buy	61,970 +4,850	+8%	+$121K	0.05%	111
2022 Q2	$1.44M	Sell	57,120 -2,567	-4%	-$69.4K	0.06%	115
2022 Q1	$1.78M	Sell	59,687 -2,204	-4%	-$67.3K	0.07%	106
2021 Q4	$2.04M	Sell	61,891 -1,535	-2%	-$49.4K	0.07%	106
2021 Q3	$2.06M	Sell	63,426 -984	-2%	-$33.2K	0.08%	101
2021 Q2	$2.14M	Buy	64,410 +1,518	+2%	+$50.3K	0.08%	102
2021 Q1	$2.03M	Buy	62,892 +3,283	+6%	+$104K	0.08%	100
2020 Q4	$1.8M	Sell	59,609 -2,796	-4%	-$80.9K	0.08%	94
2020 Q3	$1.7M	Sell	62,405 -193	-0.3%	-$5.46K	0.09%	87
2020 Q2	$1.73M	Buy	62,598 +1,709	+3%	+$46.4K	0.09%	88
2020 Q1	$1.51M	Sell	60,889 -1,396	-2%	-$39.8K	0.09%	89
2019 Q4	$1.86M	Sell	62,285 -2,422	-4%	-$71.3K	0.09%	87
2019 Q3	$1.89M	Sell	64,707 -351	-0.5%	-$10.3K	0.1%	87
2019 Q2	$1.92M	Buy	65,058 +471	+0.7%	+$14K	0.11%	87
2019 Q1	$1.92M	Buy	64,587 +3,606	+6%	+$103K	0.11%	87
2018 Q4	$1.61M	Sell	60,981 -5,214	-8%	-$146K	0.1%	88
2018 Q3	$1.97M	Buy	66,195 +1,193	+2%	+$34.4K	0.11%	87
2018 Q2	$1.79M	Sell	65,002 -954	-1%	-$26.2K	0.11%	87
2018 Q1	$1.78M	Buy	65,956 +11,869	+22%	+$338K	0.11%	84
2017 Q4	$1.59M	Sell	54,087 -2,653	-5%	-$78.7K	0.1%	86
2017 Q3	$1.73M	Sell	56,740 -2,128	-4%	-$66.9K	0.11%	83
2017 Q2	$1.9M	Buy	58,868 +2,159	+4%	+$71.5K	0.13%	84
2017 Q1	$1.83M	Buy	56,709 +1,748	+3%	+$59.4K	0.13%	79
2016 Q4	$1.9M	Buy	+54,961	New	+$1.77M	0.14%	77