Concurrent Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Concurrent Investment Advisors’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$570K	Buy
2025 Q1	$390K	Buy
2024 Q2	–	Sell
2024 Q1	$4.86M	Buy
2023 Q4	$4.38M	Buy