Global Retirement Partners’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
Q2 | $58.4K | Buy |
+1,961
| New | +$58.4K | ﹤0.01% | 1688 |
|
|
2024
Q4 | $32.2K | Buy |
1,199
+900
| +301% | +$24.1K | ﹤0.01% | 1827 |
|
|
2024
Q3 | $7.55K | Hold |
299
| – | – | ﹤0.01% | 2394 |
|
|
2024
Q2 | $6.49K | Hold |
299
| – | – | ﹤0.01% | 2488 |
|
|
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% | 2114 |
|
|
2023
Q2 | $6.61K | Hold |
299
| – | – | ﹤0.01% | 2105 |
|
|
2023
Q1 | $6.54K | Hold |
299
| – | – | ﹤0.01% | 2078 |
|
|
2022
Q4 | $6.71K | Hold |
299
| – | – | ﹤0.01% | 1919 |
|
|
2022
Q3 | $7K | Hold |
299
| – | – | ﹤0.01% | 1811 |
|
|
2022
Q2 | $8K | Hold |
299
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q1 | $8K | Buy |
+299
| New | +$8K | ﹤0.01% | 1712 |
|
|
2021
Q4 | – | Sell |
-337
| Closed | -$11K | – | 1056 |
|
|
2021
Q3 | $11K | Hold |
337
| – | – | ﹤0.01% | 1394 |
|
|
2021
Q2 | $11K | Hold |
337
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q1 | $11K | Sell |
337
-800
| -70% | -$26.1K | ﹤0.01% | 1261 |
|
|
2020
Q4 | $34K | Buy |
1,137
+800
| +237% | +$23.9K | ﹤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% | 1091 |
|
|
2019
Q4 | $10K | Hold |
337
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q3 | $10K | Hold |
337
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q2 | $10K | Buy |
337
+299
| +787% | +$8.87K | ﹤0.01% | 1104 |
|
|
2019
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 1462 |
|
|
2018
Q4 | $1K | Sell |
38
-305
| -89% | -$8.03K | ﹤0.01% | 1398 |
|
|
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 | +$12K | 0.01% | 639 |
|