OneDigital Investment 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
Q1 | – | Sell |
-7,702
| Closed | -$207K | – | 1459 |
|
|
2024
Q4 | $207K | Sell |
7,702
-9,948
| -56% | -$267K | ﹤0.01% | 1324 |
|
|
2024
Q3 | $446K | Buy |
+17,650
| New | +$446K | 0.01% | 979 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1207 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 962 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1223 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1215 |
|
|
2017
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1139 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$3K | – | 1108 |
|
|
2017
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1122 |
|