B. Riley Wealth Advisors’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 | $325K | Buy |
+3,264
| New | +$325K | 0.02% | 662 |
|
|
2024
Q4 | $490K | Buy |
5,101
+374
| +8% | +$36K | 0.02% | 705 |
|
|
2024
Q3 | $411K | Sell |
4,727
-914
| -16% | -$79.5K | 0.01% | 822 |
|
|
2024
Q2 | $458K | Sell |
5,641
-237
| -4% | -$19.3K | 0.01% | 854 |
|
|
2024
Q1 | $394K | Sell |
5,878
-13
| -0.2% | -$872 | 0.01% | 915 |
|
|
2023
Q4 | $446K | Buy |
5,891
+13
| +0.2% | +$985 | 0.01% | 869 |
|
|
2023
Q3 | $394K | Buy |
5,878
+1,044
| +22% | +$70K | 0.01% | 915 |
|
|
2023
Q2 | $344K | Buy |
4,834
+1,208
| +33% | +$86K | 0.01% | 1046 |
|
|
2023
Q1 | $235K | Buy |
+3,626
| New | +$235K | 0.01% | 1206 |
|