Global Retirement Partners’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 | $270K | Buy |
+2,710
| New | +$270K | 0.01% | 949 |
|
|
2024
Q4 | $67.7K | Buy |
704
+600
| +577% | +$57.7K | ﹤0.01% | 1464 |
|
|
2024
Q3 | $9.15K | Hold |
104
| – | – | ﹤0.01% | 2325 |
|
|
2024
Q2 | $8.45K | Hold |
104
| – | – | ﹤0.01% | 2393 |
|
|
2024
Q1 | $8.53K | Hold |
104
| – | – | ﹤0.01% | 2190 |
|
|
2023
Q4 | $7.74K | Hold |
104
| – | – | ﹤0.01% | 2166 |
|
|
2023
Q3 | $6.91K | Hold |
104
| – | – | ﹤0.01% | 2092 |
|
|
2023
Q2 | $7.4K | Hold |
104
| – | – | ﹤0.01% | 2069 |
|
|
2023
Q1 | $6.6K | Sell |
104
-81
| -44% | -$5.14K | ﹤0.01% | 2075 |
|
|
2022
Q4 | $10.5K | Hold |
185
| – | – | ﹤0.01% | 1756 |
|
|
2022
Q3 | $11K | Hold |
185
| – | – | ﹤0.01% | 1651 |
|
|
2022
Q2 | $10K | Hold |
185
| – | – | ﹤0.01% | 1627 |
|
|
2022
Q1 | $11K | Buy |
+185
| New | +$11K | ﹤0.01% | 1585 |
|
|
2021
Q4 | – | Sell |
-424
| Closed | -$33K | – | 1049 |
|
|
2021
Q3 | $33K | Buy |
424
+240
| +130% | +$18.7K | ﹤0.01% | 1013 |
|
|
2021
Q2 | $14K | Hold |
184
| – | – | ﹤0.01% | 1296 |
|
|
2021
Q1 | $14K | Hold |
184
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q4 | $13K | Hold |
184
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q3 | $12K | Buy |
184
+80
| +77% | +$5.22K | ﹤0.01% | 1089 |
|
|
2020
Q2 | $6K | Hold |
104
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q1 | $5K | Hold |
104
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q4 | $6K | Hold |
104
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q3 | $6K | Hold |
104
| – | – | ﹤0.01% | 1251 |
|
|
2019
Q2 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 1242 |
|
|
2017
Q4 | – | Sell |
-168
| Closed | -$7K | – | 1446 |
|
|
2017
Q3 | $7K | Hold |
168
| – | – | ﹤0.01% | 934 |
|
|
2017
Q2 | $7K | Hold |
168
| – | – | ﹤0.01% | 865 |
|
|
2017
Q1 | $7K | Hold |
168
| – | – | ﹤0.01% | 832 |
|
|
2016
Q4 | $6K | Buy |
+168
| New | +$6K | ﹤0.01% | 810 |
|