Retirement Planning Group (Kansas)’s iShares US Telecommunications ETF IYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$898K	Buy	22,849 +1,706	+8%	+$63.8K	0.03%	215
2025 Q4	$717K	Buy	21,143 +2,190	+12%	+$71.8K	0.02%	222
2025 Q3	$611K	Buy	18,953 +711	+4%	+$21.9K	0.02%	241
2025 Q2	$543K	Sell	18,242 -20,429	-53%	-$562K	0.02%	206
2025 Q1	$1.06M	Buy	38,671 +17,511	+83%	+$483K	0.05%	125
2024 Q4	$568K	Buy	21,160 +863	+4%	+$23K	0.03%	179
2024 Q3	$513K	Buy	20,297 +1,618	+9%	+$37.3K	0.03%	177
2024 Q2	$406K	Sell	18,679 -27,743	-60%	-$588K	0.03%	172
2024 Q1	$1.02M	Hold	46,422	–	–	0.08%	97
2023 Q4	$1.06M	Buy	46,422 +22,011	+90%	+$472K	0.09%	75
2023 Q3	$520K	Sell	24,411 -2,576	-10%	-$57K	0.06%	96
2023 Q2	$596K	Sell	26,987 -340	-1%	-$7.43K	0.06%	96
2023 Q1	$633K	Hold	27,327	–	–	0.07%	76
2022 Q4	$613K	Buy	27,327 +2,869	+12%	+$64.1K	0.07%	77
2022 Q3	$511K	Buy	+24,458	New	+$610K	0.06%	83