Financial Counselors Inc’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 | – | Sell |
-3,560
| Closed | -$314K | – | 288 |
|
2025
Q1 | $314K | Hold |
3,560
| – | – | ﹤0.01% | 493 |
|
2024
Q4 | $342K | Sell |
3,560
-450
| -11% | -$43.3K | 0.01% | 469 |
|
2024
Q3 | $353K | Hold |
4,010
| – | – | 0.01% | 484 |
|
2024
Q2 | $326K | Buy |
4,010
+850
| +27% | +$69.1K | 0.01% | 470 |
|
2024
Q1 | $259K | Hold |
3,160
| – | – | ﹤0.01% | 522 |
|
2023
Q4 | $239K | Hold |
3,160
| – | – | ﹤0.01% | 525 |
|
2023
Q3 | $212K | Buy |
+3,160
| New | +$212K | ﹤0.01% | 529 |
|