Canvas Wealth Advisors’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
Q2 | $568K | Hold |
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|
2025
Q1 | $475K | Hold |
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|
2024
Q4 | $537K | Hold |
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|
2024
Q3 | $491K | Hold |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $416K | Hold |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $466K | Hold |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $579K | Hold |
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|
2021
Q4 | $724K | Sell |
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|
2021
Q3 | $666K | Hold |
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|
2021
Q2 | $669K | Hold |
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|
2021
Q1 | $669K | Buy |
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