CreativeOne 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
2023
Q3
Sell
-29,485
Closed -$2.1M 709
2023
Q2
$2.1M Sell
29,485
-1,862
-6% -$132K 0.1% 199
2023
Q1
$2.03M Sell
31,347
-639
-2% -$41.3K 0.1% 182
2022
Q4
$1.82M Buy
+31,986
New +$1.82M 0.1% 186
2022
Q1
Sell
-27,767
Closed -$2.33M 772
2021
Q4
$2.33M Buy
+27,767
New +$2.33M 0.12% 154