Adell Harriman & Carpenter’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $555K | Sell |
|
|||||
|
2025
Q2 | $554K | Hold |
|
|||||
|
2025
Q1 | $491K | Sell |
|
|||||
|
2024
Q4 | $823K | Hold |
|
|||||
|
2024
Q3 | $753K | Hold |
|
|||||
|
2024
Q2 | $696K | Hold |
|
|||||
|
2024
Q1 | $702K | Sell |
|
|||||
|
2023
Q4 | $690K | Hold |
|
|||||
|
2023
Q3 | $610K | Hold |
|
|||||
|
2023
Q2 | $654K | Hold |
|
|||||
|
2023
Q1 | $589K | Sell |
|
|||||
|
2022
Q4 | $525K | Hold |
|
|||||
|
2022
Q3 | $536K | Hold |
|
|||||
|
2022
Q2 | $523K | Sell |
|
|||||
|
2022
Q1 | $699K | Sell |
|
|||||
|
2021
Q4 | $791K | Hold |
|
|||||
|
2021
Q3 | $728K | Sell |
|
|||||
|
2021
Q2 | $748K | Sell |
|
|||||
|
2021
Q1 | $736K | Sell |
|
|||||
|
2020
Q4 | $750K | Hold |
|
|||||
|
2020
Q3 | $665K | Hold |
|
|||||
|
2020
Q2 | $582K | Hold |
|
|||||
|
2020
Q1 | $471K | Sell |
|
|||||
|
2019
Q4 | $613K | Hold |
|
|||||
|
2019
Q3 | $584K | Buy |
|