Laidlaw Wealth Management’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
Q1 | – | Sell |
-7,464
| Closed | -$718K | – | 104 |
|
|
2024
Q4 | $718K | Sell |
7,464
-60
| -0.8% | -$5.77K | 0.31% | 79 |
|
|
2024
Q3 | $662K | Buy |
7,524
+183
| +2% | +$16.1K | 0.33% | 84 |
|
|
2024
Q2 | $597K | Buy |
7,341
+168
| +2% | +$13.7K | 0.33% | 84 |
|
|
2024
Q1 | $588K | Hold |
7,173
| – | – | 0.33% | 93 |
|
|
2023
Q4 | $543K | Buy |
7,173
+222
| +3% | +$16.8K | 0.2% | 120 |
|
|
2023
Q3 | $465K | Sell |
6,951
-378
| -5% | -$25.3K | 0.15% | 157 |
|
|
2023
Q2 | $522K | Sell |
7,329
-835
| -10% | -$59.4K | 0.1% | 195 |
|
|
2023
Q1 | $528K | Sell |
8,164
-2,128
| -21% | -$138K | 0.11% | 197 |
|
|
2022
Q4 | $586K | Buy |
10,292
+4,278
| +71% | +$244K | 0.13% | 176 |
|
|
2022
Q3 | $350K | Sell |
6,014
-50
| -0.8% | -$2.91K | 0.08% | 216 |
|
|
2022
Q2 | $344K | Sell |
6,064
-2,202
| -27% | -$125K | 0.07% | 245 |
|
|
2022
Q1 | $620K | Sell |
8,266
-9,494
| -53% | -$712K | 0.1% | 191 |
|
|
2021
Q4 | $1.49M | Buy |
+17,760
| New | +$1.49M | 0.24% | 113 |
|
|
2021
Q1 | – | Sell |
-8,040
| Closed | -$567K | – | 291 |
|
|
2020
Q4 | $567K | Buy |
8,040
+212
| +3% | +$15K | 0.12% | 175 |
|
|
2020
Q3 | $489K | Buy |
7,828
+4,112
| +111% | +$257K | 0.22% | 109 |
|
|
2020
Q2 | $203K | Buy |
+3,716
| New | +$203K | 0.11% | 168 |
|