Kestra Advisory Services’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
2026 Q1	–	Sell	-3,187	Closed	-$108K	–	3766
2025 Q4	$108K	Buy	+3,187	New	+$104K	﹤0.01%	3367
2023 Q4	–	Sell	-17,383	Closed	-$370K	–	2306
2023 Q3	$370K	Sell	17,383 -9,778	-36%	-$216K	﹤0.01%	1536
2023 Q2	$600K	Sell	27,161 -15,476	-36%	-$338K	0.01%	1236
2023 Q1	$987K	Sell	42,637 -10,403	-20%	-$243K	0.01%	956
2022 Q4	$1.19M	Sell	53,040 -36,368	-41%	-$812K	0.01%	982
2022 Q3	$1.87M	Sell	89,408 -22,995	-20%	-$573K	0.02%	694
2022 Q2	$2.83M	Sell	112,403 -112,095	-50%	-$3.03M	0.03%	543
2022 Q1	$6.71M	Buy	224,498 +1,002	+0.4%	+$30.6K	0.07%	302
2021 Q4	$7.36M	Buy	223,496 +4,797	+2%	+$154K	0.07%	280
2021 Q3	$7.1M	Buy	218,699 +4,808	+2%	+$162K	0.07%	300
2021 Q2	$7.11M	Buy	213,891 +7,822	+4%	+$259K	0.08%	277
2021 Q1	$6.66M	Sell	206,069 -4,057	-2%	-$128K	0.08%	266
2020 Q4	$6.3M	Buy	210,126 +18,351	+10%	+$531K	0.07%	285
2020 Q3	$5.22M	Buy	+191,775	New	+$5.43M	0.1%	237