Clearstead Advisors’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 | $65.3K | Hold |
655
| – | – | ﹤0.01% | 1197 |
|
|
2025
Q1 | $57.9K | Hold |
655
| – | – | ﹤0.01% | 1136 |
|
|
2024
Q4 | $63K | Hold |
655
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q3 | $57.6K | Hold |
655
| – | – | ﹤0.01% | 1172 |
|
|
2024
Q2 | $53.2K | Hold |
655
| – | – | ﹤0.01% | 1146 |
|
|
2024
Q1 | $52.1K | Hold |
655
| – | – | ﹤0.01% | 748 |
|
|
2023
Q4 | $49.6K | Sell |
655
-655
| -50% | -$49.6K | ﹤0.01% | 736 |
|
|
2023
Q3 | $87.7K | Buy |
1,310
+655
| +100% | +$43.9K | ﹤0.01% | 762 |
|
|
2023
Q2 | $46.6K | Hold |
655
| – | – | ﹤0.01% | 735 |
|
|
2023
Q1 | $42.4K | Hold |
655
| – | – | ﹤0.01% | 700 |
|
|
2022
Q4 | $37.3K | Hold |
655
| – | – | ﹤0.01% | 671 |
|
|
2022
Q3 | $38K | Hold |
655
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $37K | Hold |
655
| – | – | ﹤0.01% | 679 |
|
|
2022
Q1 | $49K | Hold |
655
| – | – | ﹤0.01% | 681 |
|
|
2021
Q4 | $55K | Hold |
655
| – | – | ﹤0.01% | 637 |
|
|
2021
Q3 | $51K | Hold |
655
| – | – | ﹤0.01% | 606 |
|
|
2021
Q2 | $51K | Hold |
655
| – | – | ﹤0.01% | 552 |
|
|
2021
Q1 | $49K | Buy |
+655
| New | +$49K | ﹤0.01% | 546 |
|