CWA
Canvas Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Hold |
5,584
| – | – | 0.11% | 101 |
|
|
2025
Q1 | $475K | Hold |
5,584
| – | – | 0.12% | 104 |
|
|
2024
Q4 | $537K | Hold |
5,584
| – | – | 0.13% | 95 |
|
|
2024
Q3 | $491K | Hold |
5,584
| – | – | 0.14% | 91 |
|
|
2024
Q2 | $454K | Hold |
5,584
| – | – | 0.14% | 85 |
|
|
2024
Q1 | $432K | Hold |
5,584
| – | – | 0.15% | 82 |
|
|
2023
Q4 | $416K | Hold |
5,584
| – | – | 0.15% | 79 |
|
|
2023
Q3 | $360K | Sell |
5,584
-50
| -0.9% | -$3.22K | 0.15% | 83 |
|
|
2023
Q2 | $407K | Hold |
5,634
| – | – | 0.15% | 80 |
|
|
2023
Q1 | $361K | Sell |
5,634
-2,020
| -26% | -$129K | 0.15% | 93 |
|
|
2022
Q4 | $466K | Hold |
7,654
| – | – | 0.19% | 80 |
|
|
2022
Q3 | $471K | Sell |
7,654
-650
| -8% | -$40K | 0.2% | 74 |
|
|
2022
Q2 | $471K | Sell |
8,304
-312
| -4% | -$17.7K | 0.19% | 76 |
|
|
2022
Q1 | $579K | Hold |
8,616
| – | – | 0.21% | 83 |
|
|
2021
Q4 | $724K | Sell |
8,616
-4
| -0% | -$336 | 0.26% | 72 |
|
|
2021
Q3 | $666K | Hold |
8,620
| – | – | 0.27% | 68 |
|
|
2021
Q2 | $669K | Hold |
8,620
| – | – | 0.3% | 63 |
|
|
2021
Q1 | $669K | Buy |
+8,620
| New | +$669K | 0.39% | 58 |
|