Clifford Swan Investment Counsel’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 | $399K | Hold |
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2025
Q1 | $353K | Hold |
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2024
Q4 | $385K | Hold |
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2024
Q3 | $352K | Hold |
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2024
Q2 | $325K | Hold |
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2024
Q1 | $328K | Hold |
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2023
Q4 | $303K | Hold |
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2023
Q3 | $268K | Hold |
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2023
Q2 | $285K | Hold |
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2023
Q1 | $259K | Hold |
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2022
Q4 | $228K | Hold |
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2022
Q3 | $233K | Hold |
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2022
Q2 | $227K | Hold |
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2022
Q1 | $300K | Hold |
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2021
Q4 | $336K | Hold |
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2021
Q3 | $340K | Hold |
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2021
Q2 | $310K | Hold |
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2021
Q1 | $299K | Hold |
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2020
Q4 | $282K | Hold |
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2020
Q3 | $250K | Hold |
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2020
Q2 | $219K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $228K | Hold |
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2019
Q3 | $217K | Hold |
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2019
Q2 | $218K | Hold |
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2019
Q1 | $204K | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $212K | Buy |
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