WESPAC Advisors’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 | $2.16M | Buy |
72,515
+35,277
| +95% | +$1.05M | 1.51% | 8 |
|
|
2025
Q1 | $1.02M | Sell |
37,238
-15,579
| -29% | -$427K | 0.83% | 37 |
|
|
2024
Q4 | $1.42M | Buy |
+52,817
| New | +$1.42M | 1.04% | 21 |
|
|
2016
Q3 | – | Sell |
-32,530
| Closed | -$1.08M | – | 115 |
|
|
2016
Q2 | $1.08M | Buy |
32,530
+4,677
| +17% | +$156K | 1.12% | 35 |
|
|
2016
Q1 | $856K | Buy |
+27,853
| New | +$856K | 1.06% | 44 |
|