IWA
IBEX Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Sell |
8,957
-1,555
| -15% | -$155K | 0.1% | 114 |
|
|
2025
Q1 | $929K | Sell |
10,512
-13,581
| -56% | -$1.2M | 0.12% | 105 |
|
|
2024
Q4 | $2.32M | Buy |
+24,093
| New | +$2.32M | 0.27% | 78 |
|
|
2023
Q1 | – | Sell |
-8,367
| Closed | -$477K | – | 126 |
|
|
2022
Q4 | $477K | Buy |
8,367
+212
| +3% | +$12.1K | 0.11% | 130 |
|
|
2022
Q3 | $475K | Buy |
8,155
+116
| +1% | +$6.76K | 0.12% | 105 |
|
|
2022
Q2 | $456K | Sell |
8,039
-713
| -8% | -$40.4K | 0.11% | 112 |
|
|
2022
Q1 | $657K | Buy |
8,752
+282
| +3% | +$21.2K | 0.13% | 111 |
|
|
2021
Q4 | $711K | Buy |
8,470
+604
| +8% | +$50.7K | 0.13% | 116 |
|
|
2021
Q3 | $608K | Buy |
7,866
+731
| +10% | +$56.5K | 0.12% | 120 |
|
|
2021
Q2 | $554K | Buy |
+7,135
| New | +$554K | 0.11% | 118 |
|
|
2019
Q3 | – | Sell |
-5,065
| Closed | -$1.1M | – | 215 |
|
|
2019
Q2 | $1.1M | Buy |
+5,065
| New | +$1.1M | 0.32% | 100 |
|
|
2017
Q1 | – | Sell |
-20
| Closed | -$3K | – | 224 |
|
|
2016
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 417 |
|