GeoWealth 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 | – | Hold |
0
| – | -$12 | – | 1453 |
|
|
2024
Q4 | – | Hold |
0
| – | -$11 | – | 1787 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1692 |
|
|
2021
Q1 | – | Sell |
-13,865
| Closed | -$979K | – | 222 |
|
|
2020
Q4 | $979K | Buy |
13,865
+6,305
| +83% | +$445K | 0.16% | 109 |
|
|
2020
Q3 | $474K | Buy |
+7,560
| New | +$474K | 0.14% | 99 |
|