Retirement Planning Group (Kansas)’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 | $543K | Sell |
18,242
-20,429
| -53% | -$608K | 0.02% | 206 |
|
|
2025
Q1 | $1.06M | Buy |
38,671
+17,511
| +83% | +$480K | 0.05% | 125 |
|
|
2024
Q4 | $568K | Buy |
21,160
+863
| +4% | +$23.2K | 0.03% | 179 |
|
|
2024
Q3 | $513K | Buy |
20,297
+1,618
| +9% | +$40.9K | 0.03% | 177 |
|
|
2024
Q2 | $406K | Sell |
18,679
-27,743
| -60% | -$603K | 0.03% | 172 |
|
|
2024
Q1 | $1.02M | Hold |
46,422
| – | – | 0.08% | 97 |
|
|
2023
Q4 | $1.06M | Buy |
46,422
+22,011
| +90% | +$501K | 0.09% | 75 |
|
|
2023
Q3 | $520K | Sell |
24,411
-2,576
| -10% | -$54.9K | 0.06% | 96 |
|
|
2023
Q2 | $596K | Sell |
26,987
-340
| -1% | -$7.51K | 0.06% | 96 |
|
|
2023
Q1 | $633K | Hold |
27,327
| – | – | 0.07% | 76 |
|
|
2022
Q4 | $613K | Buy |
27,327
+2,869
| +12% | +$64.4K | 0.07% | 77 |
|
|
2022
Q3 | $511K | Buy |
+24,458
| New | +$511K | 0.06% | 83 |
|