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Schwarz Dygos Wheeler Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
Q2 		$638K Sell
21,415
-1,318
-6% -$39.3K 0.15% 96
2025
Q1 		$623K Sell
22,733
-424
-2% -$11.6K 0.15% 94
2024
Q4 		$621K Buy
+23,157
New +$621K 0.15% 93