Financial Gravity Asset Management’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
Q1 | $18K | Buy |
+204
| New | +$18K | ﹤0.01% | 494 |
|
2024
Q2 | $23.4K | Sell |
288
-600
| -68% | -$48.8K | 0.01% | 366 |
|
2024
Q1 | $69.8K | Buy |
888
+412
| +87% | +$32.4K | 0.01% | 329 |
|
2023
Q4 | $36.1K | Buy |
+476
| New | +$36.1K | ﹤0.01% | 612 |
|
2019
Q4 | – | Sell |
-1,060
| Closed | -$58K | – | 1570 |
|
2019
Q3 | $58K | Sell |
1,060
-2,516
| -70% | -$138K | 0.05% | 268 |
|
2019
Q2 | $195K | Sell |
3,576
-1,288
| -26% | -$70.2K | 0.16% | 147 |
|
2019
Q1 | $251K | Buy |
+4,864
| New | +$251K | 0.2% | 105 |
|