The Family Firm’s iShares US Telecommunications ETF IYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $613K | Buy |
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|
2021
Q3 | $610K | Sell |
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|
2021
Q2 | $916K | Buy |
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|
2021
Q1 | $853K | Hold |
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|
2020
Q4 | $830K | Buy |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $741K | Buy |
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|
2020
Q1 | $623K | Buy |
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|
2019
Q4 | $639K | Sell |
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|
2019
Q3 | $705K | Sell |
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|
2019
Q2 | $764K | Sell |
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|
2019
Q1 | $799K | Sell |
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|
2018
Q4 | $711K | Sell |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $663K | Buy |
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|
2017
Q4 | $317K | Buy |
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