FMWA
Forvis Mazars Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,728
| Closed | -$261K | – | 394 |
|
|
2022
Q1 | $261K | Sell |
8,728
-2,786
| -24% | -$83.3K | 0.01% | 262 |
|
|
2021
Q4 | $379K | Sell |
11,514
-1,876
| -14% | -$61.8K | 0.02% | 203 |
|
|
2021
Q3 | $435K | Hold |
13,390
| – | – | 0.02% | 188 |
|
|
2021
Q2 | $445K | Sell |
13,390
-1,489
| -10% | -$49.5K | 0.02% | 181 |
|
|
2021
Q1 | $481K | Hold |
14,879
| – | – | 0.02% | 176 |
|
|
2020
Q4 | $450K | Sell |
14,879
-5,204
| -26% | -$157K | 0.02% | 241 |
|
|
2020
Q3 | $546K | Sell |
20,083
-1,326
| -6% | -$36.1K | 0.03% | 198 |
|
|
2020
Q2 | $590K | Sell |
21,409
-3,168
| -13% | -$87.3K | 0.04% | 175 |
|
|
2020
Q1 | $611K | Sell |
24,577
-5,681
| -19% | -$141K | 0.05% | 151 |
|
|
2019
Q4 | $904K | Sell |
30,258
-2,012
| -6% | -$60.1K | 0.07% | 124 |
|
|
2019
Q3 | $942K | Sell |
32,270
-2,595
| -7% | -$75.8K | 0.08% | 116 |
|
|
2019
Q2 | $1.03M | Sell |
34,865
-1,896
| -5% | -$55.8K | 0.08% | 110 |
|
|
2019
Q1 | $1.09M | Sell |
36,761
-5,282
| -13% | -$157K | 0.09% | 108 |
|
|
2018
Q4 | $1.11M | Sell |
42,043
-42,787
| -50% | -$1.13M | 0.11% | 86 |
|
|
2018
Q3 | $2.52M | Buy |
84,830
+5,536
| +7% | +$165K | 0.22% | 61 |
|
|
2018
Q2 | $2.19M | Sell |
79,294
-6,195
| -7% | -$171K | 0.21% | 64 |
|
|
2018
Q1 | $2.31M | Buy |
85,489
+6,729
| +9% | +$182K | 0.23% | 61 |
|
|
2017
Q4 | $2.32M | Buy |
78,760
+13,136
| +20% | +$386K | 0.23% | 62 |
|
|
2017
Q3 | $2M | Buy |
65,624
+2,884
| +5% | +$87.7K | 0.22% | 65 |
|
|
2017
Q2 | $2.02M | Buy |
62,740
+1,665
| +3% | +$53.7K | 0.23% | 67 |
|
|
2017
Q1 | $1.98M | Buy |
61,075
+5,044
| +9% | +$163K | 0.24% | 59 |
|
|
2016
Q4 | $1.93M | Buy |
56,031
+9
| +0% | +$310 | 0.25% | 53 |
|
|
2016
Q3 | $1.81M | Buy |
56,022
+1,917
| +4% | +$61.8K | 0.25% | 51 |
|
|
2016
Q2 | $1.8M | Buy |
54,105
+725
| +1% | +$24.1K | 0.27% | 49 |
|
|
2016
Q1 | $1.64M | Buy |
53,380
+3,287
| +7% | +$101K | 0.26% | 49 |
|
|
2015
Q4 | $1.44M | Buy |
50,093
+204
| +0.4% | +$5.87K | 0.22% | 57 |
|
|
2015
Q3 | $1.35M | Sell |
49,889
-6,563
| -12% | -$177K | 0.24% | 57 |
|
|
2015
Q2 | $1.65M | Sell |
56,452
-406
| -0.7% | -$11.9K | 0.25% | 53 |
|
|
2015
Q1 | $1.72M | Sell |
56,858
-1,101
| -2% | -$33.3K | 0.25% | 56 |
|
|
2014
Q4 | $1.7M | Sell |
57,959
-137
| -0.2% | -$4.01K | 0.28% | 52 |
|
|
2014
Q3 | $1.74M | Sell |
58,096
-807
| -1% | -$24.2K | 0.3% | 50 |
|
|
2014
Q2 | $1.79M | Sell |
58,903
-3,080
| -5% | -$93.4K | 0.3% | 48 |
|
|
2014
Q1 | $1.86M | Buy |
61,983
+4,765
| +8% | +$143K | 0.33% | 52 |
|
|
2013
Q4 | $1.7M | Sell |
57,218
-1,023
| -2% | -$30.4K | 0.32% | 53 |
|
|
2013
Q3 | $1.61M | Sell |
58,241
-1,749
| -3% | -$48.2K | 0.33% | 51 |
|
|
2013
Q2 | $1.55M | Buy |
+59,990
| New | +$1.55M | 1.23% | 34 |
|