Jones Financial Companies’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 | $1.49M | Buy |
14,949
+3,026
| +25% | +$301K | ﹤0.01% | 845 |
|
|
2025
Q1 | $1.05M | Buy |
11,923
+4,813
| +68% | +$424K | ﹤0.01% | 839 |
|
|
2024
Q4 | $684K | Buy |
7,110
+3,510
| +98% | +$337K | ﹤0.01% | 867 |
|
|
2024
Q3 | $317K | Buy |
3,600
+2,231
| +163% | +$197K | ﹤0.01% | 982 |
|
|
2024
Q2 | $111K | Buy |
1,369
+1,192
| +673% | +$96.9K | ﹤0.01% | 1016 |
|
|
2024
Q1 | $14.5K | Buy |
+177
| New | +$14.5K | ﹤0.01% | 983 |
|