Northwestern Mutual Wealth Management’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 | $155K | Buy |
5,203
+20
| +0.4% | +$596 | ﹤0.01% | 1849 |
|
|
2025
Q1 | $142K | Buy |
5,183
+59
| +1% | +$1.62K | ﹤0.01% | 1800 |
|
|
2024
Q4 | $137K | Sell |
5,124
-394
| -7% | -$10.6K | ﹤0.01% | 1807 |
|
|
2024
Q3 | $139K | Buy |
5,518
+4
| +0.1% | +$101 | ﹤0.01% | 1763 |
|
|
2024
Q2 | $120K | Sell |
5,514
-234
| -4% | -$5.08K | ﹤0.01% | 1761 |
|
|
2024
Q1 | $126K | Buy |
5,748
+5
| +0.1% | +$110 | ﹤0.01% | 1734 |
|
|
2023
Q4 | $131K | Buy |
5,743
+40
| +0.7% | +$910 | ﹤0.01% | 1681 |
|
|
2023
Q3 | $121K | Sell |
5,703
-2,404
| -30% | -$51.2K | ﹤0.01% | 1640 |
|
|
2023
Q2 | $179K | Sell |
8,107
-109
| -1% | -$2.41K | ﹤0.01% | 1505 |
|
|
2023
Q1 | $190K | Buy |
8,216
+4,097
| +99% | +$94.9K | ﹤0.01% | 1458 |
|
|
2022
Q4 | $92.4K | Buy |
4,119
+1,679
| +69% | +$37.7K | ﹤0.01% | 1685 |
|
|
2022
Q3 | $51K | Buy |
2,440
+465
| +24% | +$9.72K | ﹤0.01% | 1899 |
|
|
2022
Q2 | $50K | Buy |
1,975
+476
| +32% | +$12.1K | ﹤0.01% | 1918 |
|
|
2022
Q1 | $45K | Hold |
1,499
| – | – | ﹤0.01% | 1995 |
|
|
2021
Q4 | $49K | Buy |
1,499
+1,020
| +213% | +$33.3K | ﹤0.01% | 1988 |
|
|
2021
Q3 | $16K | Hold |
479
| – | – | ﹤0.01% | 2311 |
|
|
2021
Q2 | $16K | Hold |
479
| – | – | ﹤0.01% | 2286 |
|
|
2021
Q1 | $15K | Buy |
+479
| New | +$15K | ﹤0.01% | 2164 |
|
|
2020
Q4 | – | Sell |
-75
| Closed | -$2K | – | 2783 |
|
|
2020
Q3 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 2351 |
|
|
2020
Q1 | – | Sell |
-160
| Closed | -$5K | – | 2660 |
|
|
2019
Q4 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 2072 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | – | – | 2614 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2509 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2544 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2433 |
|
|
2018
Q1 | $0 | Sell |
4
-23
| -85% | – | ﹤0.01% | 2315 |
|
|
2017
Q4 | $1K | Sell |
27
-624
| -96% | -$23.1K | ﹤0.01% | 2226 |
|
|
2017
Q3 | $20K | Buy |
+651
| New | +$20K | ﹤0.01% | 1464 |
|
|
2015
Q2 | – | Sell |
-16
| Closed | – | – | 1531 |
|
|
2015
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1674 |
|
|
2014
Q4 | – | Sell |
-159
| Closed | -$5K | – | 1771 |
|
|
2014
Q3 | $5K | Buy |
+159
| New | +$5K | ﹤0.01% | 1029 |
|
|
2013
Q3 | – | Sell |
-85
| Closed | -$2K | – | 1425 |
|
|
2013
Q2 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 1099 |
|