SFS
IYZ icon

Sowell Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Sowell Financial Services’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,645
Closed -$157K – 1653
2021
Q1 		$157K Sell
4,645
-13,958
-75% -$441K 0.01% 1172
2020
Q4 		$562K Buy
18,603
+13,162
+242% +$381K 0.02% 489
2020
Q3 		$148K Buy
5,441
+796
+17% +$22.5K 0.01% 832
2020
Q2 		$128K Buy
4,645
+3,355
+260% +$91.2K 0.01% 890
2020
Q1 		$32K Sell
1,290
-704
-35% -$20.1K ﹤0.01% 1213
2019
Q4 		$60K Buy
1,994
+529
+36% +$15.6K ﹤0.01% 1094
2019
Q3 		$43K Buy
+1,465
New +$43K ﹤0.01% 1041
2017
Q1 		– Sell
-1,002
Closed -$34K – 423
2016
Q4 		$34K Buy
+1,002
New +$32.2K 0.01% 376

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