Bartlett & Co Wealth 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 | $666K | Hold |
6,680
| – | – | 0.01% | 300 |
|
|
2025
Q1 | $590K | Buy |
6,680
+1,512
| +29% | +$134K | 0.01% | 307 |
|
|
2024
Q4 | $497K | Hold |
5,168
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $454K | Hold |
5,168
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $420K | Hold |
5,168
| – | – | 0.01% | 347 |
|
|
2024
Q1 | $424K | Hold |
5,168
| – | – | 0.01% | 347 |
|
|
2023
Q4 | $394K | Hold |
5,168
| – | – | 0.01% | 379 |
|
|
2023
Q3 | $347K | Hold |
5,168
| – | – | 0.01% | 382 |
|
|
2023
Q2 | $368K | Hold |
5,168
| – | – | 0.01% | 379 |
|
|
2023
Q1 | $334K | Hold |
5,168
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $294K | Buy |
5,168
+136
| +3% | +$7.75K | 0.01% | 345 |
|
|
2022
Q3 | $293K | Hold |
5,032
| – | – | 0.01% | 331 |
|
|
2022
Q2 | $286K | Hold |
5,032
| – | – | 0.01% | 333 |
|
|
2022
Q1 | $378K | Hold |
5,032
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $423K | Buy |
+5,032
| New | +$423K | 0.01% | 311 |
|