IFP Advisors’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 | $221K | Buy |
2,216
+18
| +0.8% | +$1.79K | 0.01% | 1227 |
|
|
2025
Q1 | $194K | Buy |
2,198
+116
| +6% | +$10.2K | 0.01% | 1190 |
|
|
2024
Q4 | $200K | Buy |
2,082
+1,578
| +313% | +$152K | 0.01% | 1127 |
|
|
2024
Q3 | $44.3K | Hold |
504
| – | – | ﹤0.01% | 1788 |
|
|
2024
Q2 | $41K | Buy |
504
+302
| +150% | +$24.5K | ﹤0.01% | 1762 |
|
|
2024
Q1 | $16.6K | Hold |
202
| – | – | ﹤0.01% | 2062 |
|
|
2023
Q4 | $15.3K | Hold |
202
| – | – | ﹤0.01% | 2022 |
|
|
2023
Q3 | $13.5K | Hold |
202
| – | – | ﹤0.01% | 2127 |
|
|
2023
Q2 | $14.4K | Hold |
202
| – | – | ﹤0.01% | 2163 |
|
|
2023
Q1 | $38.1K | Sell |
202
-2,044
| -91% | -$386K | ﹤0.01% | 1709 |
|
|
2022
Q4 | $425K | Hold |
2,246
| – | – | 0.01% | 960 |
|
|
2022
Q3 | $425K | Hold |
2,246
| – | – | 0.01% | 1004 |
|
|
2022
Q2 | $425K | Hold |
2,246
| – | – | 0.01% | 911 |
|
|
2022
Q1 | $425K | Buy |
2,246
+160
| +8% | +$30.3K | 0.01% | 911 |
|
|
2021
Q4 | $175K | Buy |
2,086
+598
| +40% | +$50.2K | ﹤0.01% | 1001 |
|
|
2021
Q3 | $117K | Sell |
1,488
-408
| -22% | -$32.1K | ﹤0.01% | 1183 |
|
|
2021
Q2 | $145K | Buy |
1,896
+1,646
| +658% | +$126K | ﹤0.01% | 1062 |
|
|
2021
Q1 | $18K | Sell |
250
-2,481
| -91% | -$179K | ﹤0.01% | 1881 |
|
|
2020
Q4 | $191K | Buy |
+2,731
| New | +$191K | 0.01% | 823 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3370 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3227 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3192 |
|
|
2019
Q4 | – | Sell |
-4
| Closed | – | – | 3232 |
|
|
2019
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3350 |
|
|
2019
Q1 | – | Sell |
-12,256
| Closed | -$547K | – | 2865 |
|
|
2018
Q4 | $547K | Buy |
12,256
+10,644
| +660% | +$475K | 0.03% | 522 |
|
|
2018
Q3 | $85K | Buy |
1,612
+600
| +59% | +$31.6K | ﹤0.01% | 1574 |
|
|
2018
Q2 | $49K | Sell |
1,012
-376
| -27% | -$18.2K | ﹤0.01% | 1908 |
|
|
2018
Q1 | $62K | Hold |
1,388
| – | – | ﹤0.01% | 1689 |
|
|
2017
Q4 | $62K | Buy |
+1,388
| New | +$62K | ﹤0.01% | 1686 |
|
|
2017
Q3 | – | Sell |
-15,128
| Closed | -$621K | – | 4093 |
|
|
2017
Q2 | $621K | Buy |
15,128
+11,036
| +270% | +$453K | 0.03% | 592 |
|
|
2017
Q1 | $165K | Sell |
4,092
-224
| -5% | -$9.03K | 0.01% | 1208 |
|
|
2016
Q4 | $163K | Buy |
4,316
+24
| +0.6% | +$906 | 0.01% | 1158 |
|
|
2016
Q3 | $158K | Sell |
4,292
-80
| -2% | -$2.95K | 0.01% | 1117 |
|
|
2016
Q2 | $157K | Buy |
+4,372
| New | +$157K | 0.01% | 1097 |
|
|
2016
Q1 | – | Sell |
-16,096
| Closed | -$582K | – | 2894 |
|
|
2015
Q4 | $582K | Buy |
+16,096
| New | +$582K | 0.04% | 451 |
|