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
2026 Q1	$922K	Hold	9,085	–	–	0.01%	279
2025 Q4	$937K	Buy	9,085 +2,405	+36%	+$247K	0.01%	269
2025 Q3	$700K	Hold	6,680	–	–	0.01%	302
2025 Q2	$666K	Hold	6,680	–	–	0.01%	300
2025 Q1	$590K	Buy	6,680 +1,512	+29%	+$144K	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%	+$8.14K	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	+$417K	0.01%	311