Clear Creek Financial Management’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
Q1 | – | Sell |
-15,836
| Closed | -$1.52M | – | 534 |
|
2024
Q4 | $1.52M | Buy |
+15,836
| New | +$1.52M | 0.16% | 126 |
|
2024
Q2 | – | Sell |
-11,469
| Closed | -$940K | – | 454 |
|
2024
Q1 | $940K | Buy |
11,469
+2,104
| +22% | +$172K | 0.12% | 155 |
|
2023
Q4 | $710K | Buy |
+9,365
| New | +$710K | 0.11% | 157 |
|
2023
Q3 | – | Sell |
-4,274
| Closed | -$304K | – | 334 |
|
2023
Q2 | $304K | Buy |
+4,274
| New | +$304K | 0.05% | 243 |
|