First Heartland Consultants’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
Q1 | – | Sell |
-30,100
| Closed | -$808K | – | 463 |
|
|
2024
Q4 | $808K | Buy |
+30,100
| New | +$808K | 0.08% | 174 |
|
|
2024
Q3 | – | Sell |
-57,913
| Closed | -$1.26K | – | 474 |
|
|
2024
Q2 | $1.26K | Buy |
+57,913
| New | +$1.26K | 0.09% | 145 |
|
|
2023
Q4 | – | Sell |
-80,681
| Closed | -$1.72M | – | 372 |
|
|
2023
Q3 | $1.72M | Buy |
+80,681
| New | +$1.72M | 0.22% | 107 |
|
|
2019
Q4 | – | Sell |
-12,741
| Closed | -$372K | – | 301 |
|
|
2019
Q3 | $372K | Sell |
12,741
-6,602
| -34% | -$193K | 0.08% | 196 |
|
|
2019
Q2 | $570K | Buy |
+19,343
| New | +$570K | 0.14% | 136 |
|
|
2013
Q3 | – | Sell |
-458
| Closed | -$12K | – | 305 |
|
|
2013
Q2 | $12K | Buy |
+458
| New | +$12K | 0.01% | 344 |
|