Csenge Advisory Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $376K | Buy |
3,886
+267
| +7% | +$25.8K | 0.02% | 500 |
|
2025
Q1 | $306K | Buy |
3,619
+497
| +16% | +$42K | 0.02% | 529 |
|
2024
Q4 | $300K | Buy |
3,122
+118
| +4% | +$11.3K | 0.02% | 555 |
|
2024
Q3 | $263K | Buy |
+3,004
| New | +$263K | 0.01% | 596 |
|
2022
Q2 | – | Sell |
-7,201
| Closed | -$540K | – | 631 |
|
2022
Q1 | $540K | Buy |
+7,201
| New | +$540K | 0.04% | 362 |
|
2021
Q1 | – | Sell |
-8,071
| Closed | -$569K | – | 506 |
|
2020
Q4 | $569K | Buy |
8,071
+103
| +1% | +$7.26K | 0.07% | 208 |
|
2020
Q3 | $498K | Buy |
+7,968
| New | +$498K | 0.07% | 220 |
|
2018
Q4 | – | Sell |
-280
| Closed | -$13K | – | 827 |
|
2018
Q3 | $13K | Buy |
+280
| New | +$13K | 0.01% | 461 |
|