BWP
Balboa Wealth Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
+26,599
| New | +$2.65M | 0.53% | 36 |
|
|
2025
Q1 | – | Sell |
-23,551
| Closed | -$2.26M | – | 352 |
|
|
2024
Q4 | $2.26M | Buy |
+23,551
| New | +$2.26M | 0.52% | 36 |
|
|
2024
Q2 | – | Sell |
-30,747
| Closed | -$2.52M | – | 321 |
|
|
2024
Q1 | $2.52M | Buy |
30,747
+13,292
| +76% | +$1.09M | 0.74% | 23 |
|
|
2023
Q4 | $1.32M | Buy |
+17,455
| New | +$1.32M | 0.44% | 36 |
|
|
2023
Q3 | – | Sell |
-8,016
| Closed | -$570K | – | 299 |
|
|
2023
Q2 | $570K | Buy |
+8,016
| New | +$570K | 0.2% | 98 |
|