Global Retirement Partners’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 Q4	$281K	Buy	2,725 +12	+0.4%	+$1.23K	0.01%	1273
2025 Q3	$284K	Buy	2,713 +3	+0.1%	+$307	0.01%	999
2025 Q2	$270K	Buy	+2,710	New	+$251K	0.01%	949
2024 Q4	$67.7K	Buy	704 +600	+577%	+$56K	﹤0.01%	1464
2024 Q3	$9.15K	Hold	104	–	–	﹤0.01%	2327
2024 Q2	$8.45K	Hold	104	–	–	﹤0.01%	2395
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%	2091
2023 Q2	$7.4K	Hold	104	–	–	﹤0.01%	2070
2023 Q1	$6.6K	Sell	104 -81	-44%	-$5.08K	﹤0.01%	2077
2022 Q4	$10.5K	Hold	185	–	–	﹤0.01%	1757
2022 Q3	$11K	Hold	185	–	–	﹤0.01%	1652
2022 Q2	$10K	Hold	185	–	–	﹤0.01%	1629
2022 Q1	$11K	Buy	+185	New	+$13.9K	﹤0.01%	1587
2021 Q4	–	Sell	-424	Closed	-$33K	–	1049
2021 Q3	$33K	Buy	424 +240	+130%	+$18.9K	﹤0.01%	1013
2021 Q2	$14K	Hold	184	–	–	﹤0.01%	1298
2021 Q1	$14K	Hold	184	–	–	﹤0.01%	1206
2020 Q4	$13K	Hold	184	–	–	﹤0.01%	1185
2020 Q3	$12K	Buy	184 +80	+77%	+$4.83K	﹤0.01%	1089
2020 Q2	$6K	Hold	104	–	–	﹤0.01%	1247
2020 Q1	$5K	Hold	104	–	–	﹤0.01%	1225
2019 Q4	$6K	Hold	104	–	–	﹤0.01%	1290
2019 Q3	$6K	Hold	104	–	–	﹤0.01%	1251
2019 Q2	$6K	Buy	+104	New	+$5.53K	﹤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	+$6.25K	﹤0.01%	810