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Optivise Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Optivise Advisory Services’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
Q1 		– Sell
-52,916
Closed -$1.42M – 205
2024
Q4 		$1.42M Buy
+52,916
New +$1.42M 0.77% 33