Blue Chip Partners’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 | $220K | Buy |
+2,205
| New | +$220K | 0.02% | 156 |
|
2025
Q1 | – | Sell |
-2,198
| Closed | -$211K | – | 165 |
|
2024
Q4 | $211K | Buy |
2,198
+2
| +0.1% | +$192 | 0.02% | 146 |
|
2024
Q3 | $193K | Buy |
2,196
+4
| +0.2% | +$352 | 0.02% | 145 |
|
2024
Q2 | $178K | Buy |
2,192
+2
| +0.1% | +$163 | 0.02% | 140 |
|
2024
Q1 | $179K | Buy |
2,190
+4
| +0.2% | +$328 | 0.02% | 138 |
|
2023
Q4 | $166K | Buy |
2,186
+8
| +0.4% | +$606 | 0.02% | 154 |
|
2023
Q3 | $146K | Hold |
2,178
| – | – | 0.02% | 155 |
|
2023
Q2 | $155K | Buy |
2,178
+3
| +0.1% | +$213 | 0.02% | 163 |
|
2023
Q1 | $141K | Buy |
2,175
+5
| +0.2% | +$323 | 0.02% | 156 |
|
2022
Q4 | $124K | Buy |
+2,170
| New | +$124K | 0.02% | 163 |
|