The Family Firm’s iShares US Telecommunications ETF IYZ Stock Holding History

The Family Firm’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	$430K	Buy	14,441 +57	+0.4%	+$1.7K	0.1%	82
2025 Q1	$394K	Sell	14,384 -2,746	-16%	-$75.2K	0.09%	139
2024 Q4	$460K	Buy	17,130 +35	+0.2%	+$939	0.1%	124
2024 Q3	$432K	Sell	17,095 -1,838	-10%	-$46.4K	0.09%	131
2024 Q2	$411K	Buy	18,933 +1,955	+12%	+$42.5K	0.09%	128
2024 Q1	$373K	Sell	16,978 -2,489	-13%	-$54.7K	0.09%	135
2023 Q4	$443K	Buy	19,467 +941	+5%	+$21.4K	0.11%	115
2023 Q3	$395K	Buy	18,526 +2,661	+17%	+$56.7K	0.11%	117
2023 Q2	$351K	Sell	15,865 -279	-2%	-$6.17K	0.09%	134
2023 Q1	$374K	Buy	16,144 +1,649	+11%	+$38.2K	0.1%	121
2022 Q4	$325K	Sell	14,495 -2,019	-12%	-$45.3K	0.1%	137
2022 Q3	$345K	Sell	16,514 -815	-5%	-$17K	0.11%	120
2022 Q2	$435K	Buy	17,329 +109	+0.6%	+$2.74K	0.13%	103
2022 Q1	$515K	Sell	17,220 -1,418	-8%	-$42.4K	0.14%	95
2021 Q4	$613K	Buy	18,638 +51	+0.3%	+$1.68K	0.16%	86
2021 Q3	$610K	Sell	18,587 -8,996	-33%	-$295K	0.16%	89
2021 Q2	$916K	Buy	27,583 +1,196	+5%	+$39.7K	0.25%	70
2021 Q1	$853K	Hold	26,387	–	–	0.25%	69
2020 Q4	$830K	Buy	26,387 +1,206	+5%	+$37.9K	0.25%	69
2020 Q3	$685K	Sell	25,181 -1,710	-6%	-$46.5K	0.25%	69
2020 Q2	$741K	Buy	26,891 +1,803	+7%	+$49.7K	0.28%	65
2020 Q1	$623K	Buy	25,088 +3,705	+17%	+$92K	0.27%	62
2019 Q4	$639K	Sell	21,383 -2,744	-11%	-$82K	0.22%	71
2019 Q3	$705K	Sell	24,127 -1,829	-7%	-$53.4K	0.25%	65
2019 Q2	$764K	Sell	25,956 -916	-3%	-$27K	0.27%	62
2019 Q1	$799K	Sell	26,872 -129	-0.5%	-$3.84K	0.29%	60
2018 Q4	$711K	Sell	27,001 -10,551	-28%	-$278K	0.28%	61
2018 Q3	$1.12M	Sell	37,552 -395	-1%	-$11.7K	0.4%	48
2018 Q2	$1.05M	Buy	37,947 +13,420	+55%	+$370K	0.39%	49
2018 Q1	$663K	Buy	24,527 +13,746	+128%	+$372K	0.26%	60
2017 Q4	$317K	Buy	+10,781	New	+$317K	0.13%	97