CX Institutional’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 | $16K | Buy |
165
+117
| +244% | +$11.3K | ﹤0.01% | 988 |
|
|
2025
Q1 | $4K | Sell |
48
-5,231
| -99% | -$436K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $508K | Buy |
+5,279
| New | +$508K | 0.02% | 341 |
|
|
2024
Q3 | – | Sell |
-2,981
| Closed | -$242K | – | 577 |
|
|
2024
Q2 | $242K | Buy |
+2,981
| New | +$242K | 0.01% | 501 |
|
|
2023
Q4 | – | Sell |
-9,878
| Closed | -$661K | – | 554 |
|
|
2023
Q3 | $661K | Buy |
+9,878
| New | +$661K | 0.04% | 295 |
|
|
2022
Q4 | – | Sell |
-8,470
| Closed | -$493K | – | 535 |
|
|
2022
Q3 | $493K | Sell |
8,470
-3,689
| -30% | -$215K | 0.03% | 335 |
|
|
2022
Q2 | $690K | Buy |
12,159
+5,513
| +83% | +$313K | 0.05% | 273 |
|
|
2022
Q1 | $499K | Buy |
+6,646
| New | +$499K | 0.04% | 272 |
|
|
2021
Q4 | – | Sell |
-1,901
| Closed | -$147K | – | 637 |
|
|
2021
Q3 | $147K | Buy |
1,901
+278
| +17% | +$21.5K | 0.01% | 390 |
|
|
2021
Q2 | $126K | Sell |
1,623
-579
| -26% | -$45K | 0.01% | 403 |
|
|
2021
Q1 | $165K | Buy |
+2,202
| New | +$165K | 0.01% | 327 |
|
|
2019
Q1 | – | Sell |
-788
| Closed | -$36K | – | 804 |
|
|
2018
Q4 | $36K | Buy |
+788
| New | +$36K | 0.01% | 284 |
|