Global Retirement Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$65.5K	Hold	1,933	–	–	﹤0.01%	2186
2025 Q3	$62.4K	Sell	1,933 -28	-1%	-$861	﹤0.01%	1780
2025 Q2	$58.4K	Buy	+1,961	New	+$53.9K	﹤0.01%	1688
2024 Q4	$32.2K	Buy	1,199 +900	+301%	+$24K	﹤0.01%	1827
2024 Q3	$7.55K	Hold	299	–	–	﹤0.01%	2398
2024 Q2	$6.49K	Hold	299	–	–	﹤0.01%	2490
2024 Q1	$6.57K	Hold	299	–	–	﹤0.01%	2290
2023 Q4	$6.82K	Hold	299	–	–	﹤0.01%	2209
2023 Q3	$6.21K	Hold	299	–	–	﹤0.01%	2113
2023 Q2	$6.61K	Hold	299	–	–	﹤0.01%	2106
2023 Q1	$6.54K	Hold	299	–	–	﹤0.01%	2080
2022 Q4	$6.71K	Hold	299	–	–	﹤0.01%	1920
2022 Q3	$7K	Hold	299	–	–	﹤0.01%	1812
2022 Q2	$8K	Hold	299	–	–	﹤0.01%	1729
2022 Q1	$8K	Buy	+299	New	+$9.13K	﹤0.01%	1714
2021 Q4	–	Sell	-337	Closed	-$11K	–	1056
2021 Q3	$11K	Hold	337	–	–	﹤0.01%	1395
2021 Q2	$11K	Hold	337	–	–	﹤0.01%	1350
2021 Q1	$11K	Sell	337 -800	-70%	-$25.3K	﹤0.01%	1266
2020 Q4	$34K	Buy	1,137 +800	+237%	+$23.1K	﹤0.01%	858
2020 Q3	$9K	Hold	337	–	–	﹤0.01%	1171
2020 Q2	$9K	Hold	337	–	–	﹤0.01%	1141
2020 Q1	$8K	Hold	337	–	–	﹤0.01%	1092
2019 Q4	$10K	Hold	337	–	–	﹤0.01%	1152
2019 Q3	$10K	Hold	337	–	–	﹤0.01%	1118
2019 Q2	$10K	Buy	337 +299	+787%	+$8.89K	﹤0.01%	1104
2019 Q1	$1K	Hold	38	–	–	﹤0.01%	1462
2018 Q4	$1K	Sell	38 -305	-89%	-$8.55K	﹤0.01%	1400
2018 Q3	$10K	Hold	343	–	–	﹤0.01%	1030
2018 Q2	$9K	Hold	343	–	–	﹤0.01%	1027
2018 Q1	$9K	Hold	343	–	–	﹤0.01%	991
2017 Q4	$10K	Hold	343	–	–	﹤0.01%	909
2017 Q3	$10K	Hold	343	–	–	﹤0.01%	834
2017 Q2	$11K	Hold	343	–	–	0.01%	763
2017 Q1	$11K	Hold	343	–	–	0.01%	720
2016 Q4	$12K	Buy	+343	New	+$11K	0.01%	639