Steward Partners Investment Advisory’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 | $126K | Buy |
4,229
+2,830
| +202% | +$84.3K | ﹤0.01% | 1980 |
|
|
2025
Q1 | $38.3K | Buy |
1,399
+21
| +2% | +$575 | ﹤0.01% | 2511 |
|
|
2024
Q4 | $37K | Sell |
1,378
-199
| -13% | -$5.34K | ﹤0.01% | 2498 |
|
|
2024
Q3 | $39.8K | Buy |
1,577
+58
| +4% | +$1.47K | ﹤0.01% | 2348 |
|
|
2024
Q2 | $33K | Sell |
1,519
-28
| -2% | -$608 | ﹤0.01% | 2300 |
|
|
2024
Q1 | $34K | Buy |
1,547
+213
| +16% | +$4.68K | ﹤0.01% | 2288 |
|
|
2023
Q4 | $30.4K | Sell |
1,334
-1,279
| -49% | -$29.1K | ﹤0.01% | 2196 |
|
|
2023
Q3 | $55.7K | Buy |
2,613
+834
| +47% | +$17.8K | ﹤0.01% | 1859 |
|
|
2023
Q2 | $39.3K | Sell |
1,779
-68,789
| -97% | -$1.52M | ﹤0.01% | 1981 |
|
|
2023
Q1 | $1.63M | Buy |
70,568
+18,461
| +35% | +$428K | 0.03% | 524 |
|
|
2022
Q4 | $1.17M | Sell |
52,107
-17,026
| -25% | -$382K | 0.02% | 611 |
|
|
2022
Q3 | $1.44M | Buy |
69,133
+44,984
| +186% | +$939K | 0.03% | 524 |
|
|
2022
Q2 | $607K | Sell |
24,149
-43,578
| -64% | -$1.1M | 0.01% | 793 |
|
|
2022
Q1 | $2.02M | Buy |
67,727
+67,461
| +25,361% | +$2.02M | 0.03% | 470 |
|
|
2021
Q4 | $9K | Buy |
266
+222
| +505% | +$7.51K | ﹤0.01% | 2647 |
|
|
2021
Q3 | $1K | Buy |
44
+1
| +2% | +$23 | ﹤0.01% | 3081 |
|
|
2021
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 6966 |
|
|
2021
Q1 | $1.39K | Hold |
43
| – | – | ﹤0.01% | 3274 |
|
|
2020
Q4 | $1K | Buy |
43
+1
| +2% | +$23 | ﹤0.01% | 2790 |
|
|
2020
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 2667 |
|
|
2020
Q2 | $1K | Buy |
42
+1
| +2% | +$24 | ﹤0.01% | 2580 |
|
|
2020
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 2391 |
|
|
2019
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 2519 |
|
|
2019
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 2531 |
|
|
2019
Q2 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 2534 |
|
|
2018
Q4 | – | Sell |
-521
| Closed | -$16K | – | 1469 |
|
|
2018
Q3 | $16K | Sell |
521
-1
| -0.2% | -$31 | ﹤0.01% | 1654 |
|
|
2018
Q2 | $14K | Buy |
522
+478
| +1,086% | +$12.8K | ﹤0.01% | 1613 |
|
|
2018
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 2140 |
|
|
2017
Q4 | $1K | Sell |
44
-35
| -44% | -$795 | ﹤0.01% | 1787 |
|
|
2017
Q3 | $2K | Hold |
79
| – | – | ﹤0.01% | 1499 |
|
|
2017
Q2 | $2K | Sell |
79
-2,673
| -97% | -$67.7K | ﹤0.01% | 1422 |
|
|
2017
Q1 | $88K | Buy |
+2,752
| New | +$88K | 0.01% | 456 |
|