Raymond James Financial Services 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $10.4M | Buy |
409,837
+83,401
| +26% | +$2.11M | 0.01% | 854 |
|
2024
Q2 | $7.09M | Buy |
326,436
+20,707
| +7% | +$450K | 0.01% | 987 |
|
2024
Q1 | $6.72M | Sell |
305,729
-36,547
| -11% | -$803K | 0.01% | 980 |
|
2023
Q4 | $7.79M | Buy |
342,276
+24,096
| +8% | +$548K | 0.01% | 872 |
|
2023
Q3 | $6.78M | Buy |
318,180
+38,087
| +14% | +$811K | 0.01% | 873 |
|
2023
Q2 | $6.19M | Buy |
280,093
+4,602
| +2% | +$102K | 0.01% | 915 |
|
2023
Q1 | $6.38M | Sell |
275,491
-116,128
| -30% | -$2.69M | 0.01% | 885 |
|
2022
Q4 | $8.78M | Buy |
391,619
+188,566
| +93% | +$4.23M | 0.02% | 708 |
|
2022
Q3 | $4.24M | Sell |
203,053
-97,473
| -32% | -$2.04M | 0.01% | 994 |
|
2022
Q2 | $7.55M | Buy |
300,526
+83,563
| +39% | +$2.1M | 0.02% | 741 |
|
2022
Q1 | $6.49M | Buy |
216,963
+3,671
| +2% | +$110K | 0.01% | 873 |
|
2021
Q4 | $7.02M | Buy |
213,292
+21,102
| +11% | +$694K | 0.01% | 837 |
|
2021
Q3 | $6.24M | Buy |
192,190
+20,924
| +12% | +$679K | 0.01% | 860 |
|
2021
Q2 | $5.69M | Buy |
171,266
+12,191
| +8% | +$405K | 0.01% | 907 |
|
2021
Q1 | $5.14M | Sell |
159,075
-63,204
| -28% | -$2.04M | 0.01% | 890 |
|
2020
Q4 | $6.72M | Buy |
222,279
+65,156
| +41% | +$1.97M | 0.02% | 703 |
|
2020
Q3 | $4.27M | Sell |
157,123
-46,666
| -23% | -$1.27M | 0.01% | 822 |
|
2020
Q2 | $5.62M | Buy |
203,789
+64,863
| +47% | +$1.79M | 0.02% | 658 |
|
2020
Q1 | $3.45M | Sell |
138,926
-52,250
| -27% | -$1.3M | 0.02% | 649 |
|
2019
Q4 | $5.71M | Buy |
191,176
+120,124
| +169% | +$3.59M | 0.02% | 681 |
|
2019
Q3 | $2.08M | Buy |
71,052
+3,411
| +5% | +$99.6K | 0.01% | 1088 |
|
2019
Q2 | $1.99M | Sell |
67,641
-19,178
| -22% | -$565K | 0.01% | 1112 |
|
2019
Q1 | $2.58M | Sell |
86,819
-23,607
| -21% | -$702K | 0.01% | 944 |
|
2018
Q4 | $2.91M | Buy |
110,426
+22,664
| +26% | +$597K | 0.02% | 734 |
|
2018
Q3 | $2.61M | Sell |
87,762
-30,062
| -26% | -$894K | 0.01% | 928 |
|
2018
Q2 | $3.25M | Buy |
117,824
+82,086
| +230% | +$2.26M | 0.02% | 785 |
|
2018
Q1 | $966K | Buy |
35,738
+15,256
| +74% | +$412K | 0.01% | 1328 |
|
2017
Q4 | $602K | Buy |
20,482
+266
| +1% | +$7.82K | ﹤0.01% | 1602 |
|
2017
Q3 | $615K | Buy |
20,216
+261
| +1% | +$7.94K | ﹤0.01% | 1596 |
|
2017
Q2 | $644K | Sell |
19,955
-6,816
| -25% | -$220K | ﹤0.01% | 1541 |
|
2017
Q1 | $866K | Buy |
26,771
+4,781
| +22% | +$155K | 0.01% | 1268 |
|
2016
Q4 | $759K | Buy |
21,990
+2,344
| +12% | +$80.9K | 0.01% | 1269 |
|
2016
Q3 | $633K | Sell |
19,646
-6,038
| -24% | -$195K | 0.01% | 1375 |
|
2016
Q2 | $855K | Buy |
25,684
+1,845
| +8% | +$61.4K | 0.01% | 1121 |
|
2016
Q1 | $733K | Buy |
23,839
+10,200
| +75% | +$314K | 0.01% | 1065 |
|
2015
Q4 | $393K | Buy |
13,639
+2,768
| +25% | +$79.8K | ﹤0.01% | 1299 |
|
2015
Q3 | $294K | Buy |
+10,871
| New | +$294K | ﹤0.01% | 1237 |
|
2013
Q3 | – | Sell |
-16,180
| Closed | -$418K | – | 721 |
|
2013
Q2 | $418K | Buy |
+16,180
| New | +$418K | 0.01% | 923 |
|