Bartlett & Co Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $700K | Hold |
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|
2025
Q2 | $666K | Hold |
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|
2025
Q1 | $590K | Buy |
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|
2024
Q4 | $497K | Hold |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $424K | Hold |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $423K | Buy |
|