Creative Planning’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 | $923K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $761K | Buy |
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|
2024
Q2 | $667K | Buy |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $534K | Sell |
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|
2023
Q2 | $632K | Buy |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $622K | Sell |
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|
2021
Q3 | $608K | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $383K | Sell |
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|
2020
Q4 | $375K | Sell |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $209K | Hold |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $426K | Hold |
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|
2019
Q2 | $427K | Hold |
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|
2019
Q1 | $401K | Sell |
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|
2018
Q4 | $365K | Buy |
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|
2018
Q3 | $415K | Hold |
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|
2018
Q2 | $380K | Hold |
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|
2018
Q1 | $358K | Sell |
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|
2017
Q4 | $392K | Sell |
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|
2017
Q3 | $391K | Sell |
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|
2017
Q2 | $423K | Sell |
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|
2017
Q1 | $424K | Buy |
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|
2016
Q4 | $270K | Hold |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $256K | Sell |
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|
2016
Q1 | $344K | Buy |
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|
2015
Q4 | $258K | Hold |
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|
2015
Q3 | $246K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $170K | Sell |
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|
2014
Q4 | $177K | Buy |
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|
2014
Q3 | $147K | Hold |
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|
2014
Q2 | $146K | Hold |
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|
2014
Q1 | $143K | Buy |
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|
2013
Q4 | $72K | Buy |
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|
2013
Q3 | $44K | Hold |
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|
2013
Q2 | $41K | Buy |
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