Jones Financial Companies’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 | $424K | Buy |
14,460
+2,638
| +22% | +$77.3K | ﹤0.01% | 1335 |
|
|
2025
Q1 | $323K | Buy |
11,822
+1,841
| +18% | +$50.3K | ﹤0.01% | 1307 |
|
|
2024
Q4 | $268K | Buy |
9,981
+3,326
| +50% | +$89.2K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $168K | Buy |
6,655
+5,515
| +484% | +$139K | ﹤0.01% | 1196 |
|
|
2024
Q2 | $24.8K | Buy |
1,140
+500
| +78% | +$10.9K | ﹤0.01% | 1477 |
|
|
2024
Q1 | $14.1K | Buy |
+640
| New | +$14.1K | ﹤0.01% | 990 |
|
|
2015
Q1 | – | Sell |
-9,560
| Closed | -$280K | – | 227 |
|
|
2014
Q4 | $280K | Buy |
+9,560
| New | +$280K | ﹤0.01% | 217 |
|