IFP 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 | $2.14K | Sell |
72
-63
| -47% | -$1.88K | ﹤0.01% | 3871 |
|
|
2025
Q1 | $3.72K | Sell |
135
-156
| -54% | -$4.29K | ﹤0.01% | 2950 |
|
|
2024
Q4 | $7.83K | Buy |
291
+152
| +109% | +$4.09K | ﹤0.01% | 2627 |
|
|
2024
Q3 | $3.51K | Hold |
139
| – | – | ﹤0.01% | 2779 |
|
|
2024
Q2 | $3.02K | Buy |
139
+10
| +8% | +$217 | ﹤0.01% | 2724 |
|
|
2024
Q1 | $2.84K | Hold |
129
| – | – | ﹤0.01% | 2609 |
|
|
2023
Q4 | $2.94K | Sell |
129
-2,272
| -95% | -$51.7K | ﹤0.01% | 2577 |
|
|
2023
Q3 | $51.1K | Buy |
2,401
+85
| +4% | +$1.81K | ﹤0.01% | 1544 |
|
|
2023
Q2 | $51.2K | Sell |
2,316
-984
| -30% | -$21.7K | ﹤0.01% | 1588 |
|
|
2023
Q1 | $90K | Buy |
3,300
+468
| +17% | +$12.8K | ﹤0.01% | 1299 |
|
|
2022
Q4 | $81K | Sell |
2,832
-883
| -24% | -$25.3K | ﹤0.01% | 1885 |
|
|
2022
Q3 | $120K | Buy |
3,715
+122
| +3% | +$3.94K | ﹤0.01% | 1731 |
|
|
2022
Q2 | $108K | Hold |
3,593
| – | – | ﹤0.01% | 1636 |
|
|
2022
Q1 | $108K | Buy |
3,593
+1,319
| +58% | +$39.6K | ﹤0.01% | 1636 |
|
|
2021
Q4 | $74K | Sell |
2,274
-45
| -2% | -$1.46K | ﹤0.01% | 1372 |
|
|
2021
Q3 | $75K | Sell |
2,319
-228
| -9% | -$7.37K | ﹤0.01% | 1377 |
|
|
2021
Q2 | $84K | Buy |
2,547
+12
| +0.5% | +$396 | ﹤0.01% | 1314 |
|
|
2021
Q1 | $82K | Sell |
2,535
-7,499
| -75% | -$243K | ﹤0.01% | 1248 |
|
|
2020
Q4 | $306K | Buy |
10,034
+7,627
| +317% | +$233K | 0.01% | 654 |
|
|
2020
Q3 | $66K | Buy |
2,407
+43
| +2% | +$1.18K | ﹤0.01% | 1180 |
|
|
2020
Q2 | $63K | Buy |
2,364
+1,670
| +241% | +$44.5K | 0.01% | 1113 |
|
|
2020
Q1 | $16K | Buy |
694
+680
| +4,857% | +$15.7K | ﹤0.01% | 1567 |
|
|
2019
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 3233 |
|
|
2019
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3351 |
|
|
2019
Q1 | $0 | Sell |
14
-9,423
| -100% | – | ﹤0.01% | 2868 |
|
|
2018
Q4 | $246K | Sell |
9,437
-1
| -0% | -$26 | 0.02% | 786 |
|
|
2018
Q3 | $281K | Buy |
9,438
+8,088
| +599% | +$241K | 0.01% | 903 |
|
|
2018
Q2 | $37K | Sell |
1,350
-1,375
| -50% | -$37.7K | ﹤0.01% | 2071 |
|
|
2018
Q1 | $80K | Hold |
2,725
| – | – | ﹤0.01% | 1519 |
|
|
2017
Q4 | $80K | Sell |
2,725
-1,269
| -32% | -$37.3K | ﹤0.01% | 1516 |
|
|
2017
Q3 | $121K | Sell |
3,994
-348
| -8% | -$10.5K | ﹤0.01% | 1429 |
|
|
2017
Q2 | $140K | Sell |
4,342
-11,705
| -73% | -$377K | 0.01% | 1326 |
|
|
2017
Q1 | $519K | Buy |
16,047
+10,000
| +165% | +$323K | 0.02% | 659 |
|
|
2016
Q4 | $209K | Sell |
6,047
-20,146
| -77% | -$696K | 0.01% | 1031 |
|
|
2016
Q3 | $844K | Buy |
26,193
+16,981
| +184% | +$547K | 0.04% | 400 |
|
|
2016
Q2 | $307K | Buy |
9,212
+9,198
| +65,700% | +$307K | 0.02% | 775 |
|
|
2016
Q1 | $0 | Sell |
14
-4,430
| -100% | – | ﹤0.01% | 2897 |
|
|
2015
Q4 | $128K | Buy |
+4,444
| New | +$128K | 0.01% | 1036 |
|