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Essential Planning’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Essential Planning’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Sell
2,160
-240
-10% -$23.9K 0.08% 78
2025
Q1 		$212K Sell
2,400
-2,400
-50% -$212K 0.09% 77
2024
Q4 		$442K Buy
4,800
+2,400
+100% +$221K ﹤0.01% 274
2024
Q3 		$211K Buy
+2,400
New +$211K 0.09% 80