Chesapeake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $456K | Hold |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $477K | Sell |
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|
2020
Q4 | $451K | Sell |
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|
2020
Q3 | $400K | Hold |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $383K | Sell |
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|
2019
Q3 | $367K | Sell |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $429K | Sell |
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|
2018
Q2 | $397K | Buy |
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|
2018
Q1 | $366K | Buy |
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