Atria Wealth Solutions’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
Q1 | – | Sell |
-2,306
| Closed | -$222K | – | 1959 |
|
|
2024
Q4 | $222K | Sell |
2,306
-140
| -6% | -$13.5K | ﹤0.01% | 1733 |
|
|
2024
Q3 | $215K | Sell |
2,446
-2,776
| -53% | -$244K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $424K | Sell |
5,222
-3,263
| -38% | -$265K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $696K | Buy |
8,485
+4,459
| +111% | +$366K | 0.01% | 1080 |
|
|
2023
Q4 | $305K | Buy |
4,026
+233
| +6% | +$17.7K | ﹤0.01% | 1477 |
|
|
2023
Q3 | $254K | Sell |
3,793
-90
| -2% | -$6.03K | ﹤0.01% | 1513 |
|
|
2023
Q2 | $276K | Sell |
3,883
-686
| -15% | -$48.8K | ﹤0.01% | 1493 |
|
|
2023
Q1 | $296K | Sell |
4,569
-2,784
| -38% | -$180K | ﹤0.01% | 1425 |
|
|
2022
Q4 | $419K | Sell |
7,353
-2,047
| -22% | -$117K | 0.01% | 1169 |
|
|
2022
Q3 | $547K | Sell |
9,400
-348
| -4% | -$20.3K | 0.01% | 968 |
|
|
2022
Q2 | $553K | Sell |
9,748
-1,568
| -14% | -$89K | 0.01% | 895 |
|
|
2022
Q1 | $849K | Buy |
+11,316
| New | +$849K | 0.01% | 798 |
|