Stifel Financial’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 | $999K | Buy |
+33,535
| New | +$999K | ﹤0.01% | 2334 |
|
|
2024
Q2 | – | Sell |
-35,328
| Closed | -$777K | – | 3415 |
|
|
2024
Q1 | $777K | Buy |
+35,328
| New | +$777K | ﹤0.01% | 2342 |
|
|
2023
Q2 | – | Sell |
-56,005
| Closed | -$1.3M | – | 3366 |
|
|
2023
Q1 | $1.3M | Sell |
56,005
-6,935
| -11% | -$161K | ﹤0.01% | 1865 |
|
|
2022
Q4 | $1.41M | Buy |
62,940
+3,253
| +5% | +$73K | ﹤0.01% | 1764 |
|
|
2022
Q3 | $1.25M | Buy |
59,687
+1,392
| +2% | +$29.1K | ﹤0.01% | 1804 |
|
|
2022
Q2 | $1.47M | Buy |
58,295
+6,554
| +13% | +$165K | ﹤0.01% | 1719 |
|
|
2022
Q1 | $1.55M | Buy |
51,741
+7,966
| +18% | +$238K | ﹤0.01% | 1818 |
|
|
2021
Q4 | $1.44M | Buy |
43,775
+32,131
| +276% | +$1.06M | ﹤0.01% | 1856 |
|
|
2021
Q3 | $378K | Buy |
11,644
+1,816
| +18% | +$59K | ﹤0.01% | 2748 |
|
|
2021
Q2 | $326K | Buy |
9,828
+2,056
| +26% | +$68.2K | ﹤0.01% | 2851 |
|
|
2021
Q1 | $251K | Buy |
+7,772
| New | +$251K | ﹤0.01% | 2891 |
|
|
2020
Q1 | – | Sell |
-6,735
| Closed | -$202K | – | 2960 |
|
|
2019
Q4 | $202K | Sell |
6,735
-166
| -2% | -$4.98K | ﹤0.01% | 2768 |
|
|
2019
Q3 | $203K | Buy |
+6,901
| New | +$203K | ﹤0.01% | 2652 |
|
|
2019
Q2 | – | Sell |
-9,446
| Closed | -$282K | – | 3006 |
|
|
2019
Q1 | $282K | Sell |
9,446
-3,091
| -25% | -$92.3K | ﹤0.01% | 2404 |
|
|
2018
Q4 | $330K | Buy |
12,537
+4,898
| +64% | +$129K | ﹤0.01% | 2176 |
|
|
2018
Q3 | $224K | Buy |
7,639
+75
| +1% | +$2.2K | ﹤0.01% | 2521 |
|
|
2018
Q2 | $209K | Buy |
+7,564
| New | +$209K | ﹤0.01% | 2530 |
|
|
2015
Q2 | – | Sell |
-37,860
| Closed | -$1.14M | – | 2387 |
|
|
2015
Q1 | $1.14M | Buy |
+37,860
| New | +$1.14M | 0.01% | 1224 |
|
|
2014
Q3 | – | Sell |
-35,748
| Closed | -$1.08M | – | 2226 |
|
|
2014
Q2 | $1.08M | Buy |
35,748
+1,649
| +5% | +$50K | 0.01% | 1078 |
|
|
2014
Q1 | $1.02M | Buy |
+34,099
| New | +$1.02M | 0.01% | 1066 |
|