Horizon Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,527
| Closed | -$574K | – | 85 |
|
|
2024
Q3 | $574K | Sell |
6,527
-29
| -0.4% | -$2.55K | 0.41% | 36 |
|
|
2024
Q2 | $533K | Hold |
6,556
| – | – | 0.41% | 37 |
|
|
2024
Q1 | $537K | Buy |
6,556
+1,328
| +25% | +$109K | 0.41% | 37 |
|
|
2023
Q4 | $396K | Sell |
5,228
-51
| -1% | -$3.87K | 0.33% | 39 |
|
|
2023
Q3 | $353K | Buy |
5,279
+69
| +1% | +$4.62K | 0.34% | 40 |
|
|
2023
Q2 | $371K | Buy |
+5,210
| New | +$371K | 0.35% | 38 |
|