EP Wealth Advisors’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 | $554K | Buy |
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|
2025
Q1 | $474K | Hold |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $557K | Buy |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $601K | Sell |
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|
2021
Q3 | $563K | Sell |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $657K | Sell |
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|
2020
Q4 | $644K | Sell |
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|
2020
Q3 | $639K | Sell |
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|
2020
Q2 | $616K | Sell |
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|
2020
Q1 | $851K | Sell |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $890K | Sell |
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|
2018
Q2 | $932K | Sell |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.58M | Sell |
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|
2017
Q2 | $1.97M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $261K | Buy |
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