Envestnet Asset Management
IYZ icon

Envestnet Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$715K Sell
24,006
-74,157
-76% -$2.21M ﹤0.01% 3466
2025
Q1
$2.69M Sell
98,163
-3,417
-3% -$93.6K ﹤0.01% 2530
2024
Q4
$2.73M Buy
101,580
+83,543
+463% +$2.24M ﹤0.01% 2506
2024
Q3
$456K Buy
18,037
+764
+4% +$19.3K ﹤0.01% 3582
2024
Q2
$375K Buy
17,273
+696
+4% +$15.1K ﹤0.01% 3605
2024
Q1
$364K Buy
16,577
+1,235
+8% +$27.1K ﹤0.01% 3622
2023
Q4
$349K Sell
15,342
-1,214
-7% -$27.6K ﹤0.01% 3529
2023
Q3
$353K Sell
16,556
-4,058
-20% -$86.4K ﹤0.01% 3436
2023
Q2
$456K Buy
20,614
+1,150
+6% +$25.4K ﹤0.01% 3269
2023
Q1
$451K Sell
19,464
-20,805
-52% -$482K ﹤0.01% 3209
2022
Q4
$903K Sell
40,269
-823
-2% -$18.5K ﹤0.01% 2725
2022
Q3
$858K Sell
41,092
-6,204
-13% -$130K ﹤0.01% 2689
2022
Q2
$1.19M Sell
47,296
-2,929
-6% -$73.6K ﹤0.01% 2463
2022
Q1
$1.5M Sell
50,225
-8,039
-14% -$240K ﹤0.01% 2377
2021
Q4
$1.92M Buy
58,264
+3,046
+6% +$100K ﹤0.01% 2215
2021
Q3
$1.79M Buy
55,218
+13,681
+33% +$444K ﹤0.01% 2158
2021
Q2
$1.38M Buy
41,537
+1,554
+4% +$51.6K ﹤0.01% 2319
2021
Q1
$1.29M Sell
39,983
-315
-0.8% -$10.2K ﹤0.01% 2217
2020
Q4
$1.22M Buy
40,298
+4,634
+13% +$140K ﹤0.01% 2082
2020
Q3
$970K Sell
35,664
-6,921
-16% -$188K ﹤0.01% 2032
2020
Q2
$1.17M Sell
42,585
-50,857
-54% -$1.4M ﹤0.01% 1875
2020
Q1
$2.32M Buy
93,442
+52,972
+131% +$1.32M ﹤0.01% 1351
2019
Q4
$1.21M Buy
40,470
+5,531
+16% +$165K ﹤0.01% 1902
2019
Q3
$1.02M Sell
34,939
-12,941
-27% -$378K ﹤0.01% 1929
2019
Q2
$1.41M Sell
47,880
-29,994
-39% -$883K ﹤0.01% 1751
2019
Q1
$2.32M Sell
77,874
-13,723
-15% -$408K ﹤0.01% 1406
2018
Q4
$2.41M Sell
91,597
-169,525
-65% -$4.47M ﹤0.01% 1232
2018
Q3
$7.77M Buy
+261,122
New +$7.77M 0.01% 349
2017
Q4
Sell
-3,568
Closed -$108K 2981
2017
Q3
$108K Buy
3,568
+26
+0.7% +$787 ﹤0.01% 2060
2017
Q2
$114K Sell
3,542
-389,544
-99% -$12.5M ﹤0.01% 2085
2017
Q1
$12.7M Buy
393,086
+192,292
+96% +$6.22M 0.04% 304
2016
Q4
$6.93M Sell
200,794
-183,746
-48% -$6.34M 0.03% 440
2016
Q3
$12.4M Sell
384,540
-424,813
-52% -$13.7M 0.05% 281
2016
Q2
$27M Buy
809,353
+539,666
+200% +$18M 0.11% 161
2016
Q1
$8.29M Buy
269,687
+23,507
+10% +$722K 0.04% 415
2015
Q4
$7.09M Sell
246,180
-65,055
-21% -$1.87M 0.03% 451
2015
Q3
$8.4M Buy
311,235
+108,426
+53% +$2.93M 0.04% 378
2015
Q2
$5.94M Buy
+202,809
New +$5.94M 0.03% 538
2015
Q1
Sell
-2,020
Closed -$59K 2235
2014
Q4
$59K Sell
2,020
-86,592
-98% -$2.53M ﹤0.01% 1352
2014
Q3
$2.65M Buy
88,612
+83,275
+1,560% +$2.49M 0.03% 342
2014
Q2
$162K Sell
5,337
-1,945
-27% -$59K ﹤0.01% 1064
2014
Q1
$218K Sell
7,282
-26,067
-78% -$780K ﹤0.01% 875
2013
Q4
$991K Sell
33,349
-113,584
-77% -$3.38M 0.01% 449
2013
Q3
$4.05M Sell
146,933
-242,610
-62% -$6.69M 0.05% 207
2013
Q2
$10.1M Buy
+389,543
New +$10.1M 0.13% 134