Corient Private Wealth’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 | $2.07M | Sell |
20,814
-6,392
| -23% | -$637K | ﹤0.01% | 1090 |
|
|
2025
Q1 | $2.4M | Buy |
27,206
+14,110
| +108% | +$1.25M | ﹤0.01% | 906 |
|
|
2024
Q4 | $1.26M | Sell |
13,096
-1,401
| -10% | -$135K | ﹤0.01% | 1210 |
|
|
2024
Q3 | $1.27M | Buy |
14,497
+1,491
| +11% | +$131K | ﹤0.01% | 1268 |
|
|
2024
Q2 | $1.06M | Buy |
13,006
+123
| +1% | +$10K | ﹤0.01% | 1293 |
|
|
2024
Q1 | $1.06M | Sell |
12,883
-88
| -0.7% | -$7.21K | ﹤0.01% | 1296 |
|
|
2023
Q4 | $983K | Buy |
12,971
+2,525
| +24% | +$191K | ﹤0.01% | 1286 |
|
|
2023
Q3 | $699K | Sell |
10,446
-528
| -5% | -$35.4K | ﹤0.01% | 1318 |
|
|
2023
Q2 | $781K | Buy |
10,974
+445
| +4% | +$31.7K | ﹤0.01% | 1241 |
|
|
2023
Q1 | $681K | Buy |
10,529
+4,917
| +88% | +$318K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $320K | Buy |
+5,612
| New | +$320K | ﹤0.01% | 1308 |
|