Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $394K | Hold |
5,168
| – | – | 0.01% | 379 |
|
|
2023
Q3 | $347K | Hold |
5,168
| – | – | 0.01% | 381 |
|
|
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% | +$7.74K | 0.01% | 345 |
|
|
2022
Q3 | $293K | Hold |
5,032
| – | – | 0.01% | 332 |
|
|
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 |
|