HighTower Advisors’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 | $1.17M | Buy |
39,181
+9
| +0% | +$268 | ﹤0.01% | 1907 |
|
|
2025
Q1 | $1.07M | Sell |
39,172
-68,846
| -64% | -$1.89M | ﹤0.01% | 1914 |
|
|
2024
Q4 | $2.9M | Sell |
108,018
-1,156
| -1% | -$31K | ﹤0.01% | 1312 |
|
|
2024
Q3 | $2.76M | Buy |
+109,174
| New | +$2.76M | ﹤0.01% | 1319 |
|
|
2023
Q1 | – | Sell |
-9,440
| Closed | -$210K | – | 3199 |
|
|
2022
Q4 | $210K | Buy |
+9,440
| New | +$210K | ﹤0.01% | 2707 |
|
|
2022
Q3 | – | Sell |
-10,008
| Closed | -$250K | – | 3016 |
|
|
2022
Q2 | $250K | Sell |
10,008
-771
| -7% | -$19.3K | ﹤0.01% | 2464 |
|
|
2022
Q1 | $322K | Sell |
10,779
-12,909
| -54% | -$386K | ﹤0.01% | 2453 |
|
|
2021
Q4 | $779K | Buy |
23,688
+711
| +3% | +$23.4K | ﹤0.01% | 1887 |
|
|
2021
Q3 | $744K | Sell |
22,977
-1,085
| -5% | -$35.1K | ﹤0.01% | 1822 |
|
|
2021
Q2 | $799K | Sell |
24,062
-494
| -2% | -$16.4K | ﹤0.01% | 1774 |
|
|
2021
Q1 | $795K | Sell |
24,556
-40,860
| -62% | -$1.32M | ﹤0.01% | 1707 |
|
|
2020
Q4 | $1.98M | Sell |
65,416
-6,416
| -9% | -$195K | 0.01% | 915 |
|
|
2020
Q3 | $1.95M | Buy |
71,832
+6,319
| +10% | +$172K | 0.01% | 885 |
|
|
2020
Q2 | $1.81M | Buy |
+65,513
| New | +$1.81M | 0.01% | 842 |
|
|
2018
Q3 | – | Sell |
-7,364
| Closed | -$203K | – | 2194 |
|
|
2018
Q2 | $203K | Buy |
+7,364
| New | +$203K | ﹤0.01% | 1891 |
|
|
2017
Q4 | – | Sell |
-6,598
| Closed | -$202K | – | 2179 |
|
|
2017
Q3 | $202K | Buy |
6,598
+1
| +0% | +$31 | ﹤0.01% | 1903 |
|
|
2017
Q2 | $215K | Hold |
6,597
| – | – | ﹤0.01% | 1801 |
|
|
2017
Q1 | $215K | Hold |
6,597
| – | – | ﹤0.01% | 1730 |
|
|
2016
Q4 | $230K | Hold |
6,597
| – | – | ﹤0.01% | 1607 |
|
|
2016
Q3 | $215K | Sell |
6,597
-23
| -0.3% | -$750 | ﹤0.01% | 1600 |
|
|
2016
Q2 | $221K | Sell |
6,620
-30
| -0.5% | -$1K | ﹤0.01% | 1447 |
|
|
2016
Q1 | $207K | Buy |
+6,650
| New | +$207K | ﹤0.01% | 1721 |
|