Geneos Wealth Management’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
Q3 | $465K | Sell |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $150K | Hold |
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|
2024
Q3 | $137K | Sell |
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|
2024
Q2 | $132K | Sell |
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|
2024
Q1 | $138K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $113K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $109K | Sell |
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|
2022
Q4 | $116K | Sell |
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|
2022
Q3 | $178K | Sell |
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|
2022
Q2 | $180K | Sell |
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|
2022
Q1 | $316K | Sell |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $422K | Hold |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $551K | Sell |
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|
2020
Q2 | $493K | Hold |
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|
2020
Q1 | $409K | Sell |
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|
2019
Q4 | $687K | Buy |
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|
2019
Q3 | $632K | Sell |
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|
2019
Q2 | $667K | Sell |
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|
2019
Q1 | $656K | Sell |
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|
2018
Q4 | $591K | Buy |
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|
2018
Q3 | $659K | Sell |
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|
2018
Q2 | $612K | Sell |
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|
2018
Q1 | $715K | Sell |
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|
2017
Q4 | $729K | Sell |
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|
2017
Q3 | $688K | Sell |
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|
2017
Q2 | $720K | Sell |
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|
2017
Q1 | $716K | Sell |
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|
2016
Q4 | $744K | Buy |
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|
2016
Q3 | $692K | Sell |
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|
2016
Q2 | $690K | Hold |
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|
2016
Q1 | $699K | Buy |
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