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Kingswood Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Kingswood Wealth Advisors’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$228K Sell
7,652
-3,950
-34% -$118K 0.02% 660
2025
Q1 		$318K Buy
+11,602
New +$318K 0.03% 528