Clearstead 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 | $65.3K | Hold |
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|
2025
Q1 | $57.9K | Hold |
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|
2024
Q4 | $63K | Hold |
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|
2024
Q3 | $57.6K | Hold |
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|
2024
Q2 | $53.2K | Hold |
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|
2024
Q1 | $52.1K | Hold |
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|
2023
Q4 | $49.6K | Sell |
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|
2023
Q3 | $87.7K | Buy |
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|
2023
Q2 | $46.6K | Hold |
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|
2023
Q1 | $42.4K | Hold |
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|
2022
Q4 | $37.3K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $55K | Hold |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $49K | Buy |
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