CIA
Concurrent Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
5,723
+1,306
| +30% | +$130K | 0.01% | 797 |
|
|
2025
Q1 | $390K | Buy |
+4,417
| New | +$390K | 0.01% | 815 |
|
|
2024
Q2 | – | Sell |
-59,279
| Closed | -$4.86M | – | 980 |
|
|
2024
Q1 | $4.86M | Buy |
59,279
+1,443
| +2% | +$118K | 0.2% | 119 |
|
|
2023
Q4 | $4.38M | Buy |
+57,836
| New | +$4.38M | 0.21% | 111 |
|