Anchor Investment Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Sell |
8,951
-465
| -5% | -$46.3K | 0.08% | 198 |
|
|
2025
Q1 | $832K | Hold |
9,416
| – | – | 0.08% | 202 |
|
|
2024
Q4 | $905K | Sell |
9,416
-209
| -2% | -$20.1K | 0.08% | 194 |
|
|
2024
Q3 | $846K | Hold |
9,625
| – | – | 0.08% | 202 |
|
|
2024
Q2 | $782K | Sell |
9,625
-12
| -0.1% | -$975 | 0.08% | 196 |
|
|
2024
Q1 | $790K | Sell |
9,637
-63
| -0.6% | -$5.16K | 0.08% | 201 |
|
|
2023
Q4 | $735K | Sell |
9,700
-771
| -7% | -$58.4K | 0.08% | 199 |
|
|
2023
Q3 | $701K | Sell |
10,471
-1,859
| -15% | -$124K | 0.09% | 190 |
|
|
2023
Q2 | $877K | Buy |
12,330
+36
| +0.3% | +$2.56K | 0.11% | 174 |
|
|
2023
Q1 | $795K | Buy |
12,294
+355
| +3% | +$23K | 0.11% | 179 |
|
|
2022
Q4 | $680K | Sell |
11,939
-928
| -7% | -$52.9K | 0.1% | 193 |
|
|
2022
Q3 | $749K | Sell |
12,867
-50
| -0.4% | -$2.91K | 0.12% | 170 |
|
|
2022
Q2 | $733K | Sell |
12,917
-214
| -2% | -$12.1K | 0.11% | 179 |
|
|
2022
Q1 | $985K | Sell |
13,131
-142
| -1% | -$10.7K | 0.12% | 171 |
|
|
2021
Q4 | $1.11M | Sell |
13,273
-204
| -2% | -$17.1K | 0.14% | 159 |
|
|
2021
Q3 | $1.04M | Buy |
13,477
+50
| +0.4% | +$3.87K | 0.15% | 157 |
|
|
2021
Q2 | $1.04M | Sell |
13,427
-430
| -3% | -$33.4K | 0.14% | 154 |
|
|
2021
Q1 | $1.04M | Sell |
13,857
-1,052
| -7% | -$78.7K | 0.16% | 140 |
|
|
2020
Q4 | $1.05M | Buy |
14,909
+93
| +0.6% | +$6.56K | 0.19% | 121 |
|
|
2020
Q3 | $926K | Sell |
14,816
-480
| -3% | -$30K | 0.19% | 125 |
|
|
2020
Q2 | $838K | Hold |
15,296
| – | – | 0.19% | 130 |
|
|
2020
Q1 | $677K | Sell |
15,296
-48
| -0.3% | -$2.13K | 0.17% | 137 |
|
|
2019
Q4 | $875K | Sell |
15,344
-68
| -0.4% | -$3.88K | 0.19% | 133 |
|
|
2019
Q3 | $838K | Sell |
15,412
-1,660
| -10% | -$90.2K | 0.19% | 130 |
|
|
2019
Q2 | $929K | Buy |
17,072
+500
| +3% | +$27.2K | 0.22% | 123 |
|
|
2019
Q1 | $846K | Sell |
16,572
-4,108
| -20% | -$210K | 0.21% | 133 |
|
|
2018
Q4 | $935K | Sell |
20,680
-572
| -3% | -$25.9K | 0.27% | 106 |
|
|
2018
Q3 | $1.12M | Hold |
21,252
| – | – | 0.26% | 105 |
|
|
2018
Q2 | $1.03M | Buy |
21,252
+40
| +0.2% | +$1.94K | 0.25% | 110 |
|
|
2018
Q1 | $967K | Sell |
21,212
-456
| -2% | -$20.8K | 0.25% | 107 |
|
|
2017
Q4 | $971K | Buy |
21,668
+4,240
| +24% | +$190K | 0.26% | 105 |
|
|
2017
Q3 | $715K | Buy |
+17,428
| New | +$715K | 0.21% | 117 |
|