LexAurum 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 | $289K | Buy |
2,899
+63
| +2% | +$6.28K | 0.05% | 282 |
|
|
2025
Q1 | $251K | Buy |
2,836
+3
| +0.1% | +$265 | 0.05% | 296 |
|
|
2024
Q4 | $272K | Buy |
2,833
+2
| +0.1% | +$192 | 0.05% | 274 |
|
|
2024
Q3 | $249K | Buy |
2,831
+3
| +0.1% | +$264 | 0.05% | 262 |
|
|
2024
Q2 | $230K | Sell |
2,828
-77
| -3% | -$6.26K | 0.06% | 264 |
|
|
2024
Q1 | $238K | Sell |
2,905
-169
| -5% | -$13.9K | 0.06% | 260 |
|
|
2023
Q4 | $233K | Buy |
3,074
+9
| +0.3% | +$682 | 0.06% | 263 |
|
|
2023
Q3 | $205K | Sell |
3,065
-120
| -4% | -$8.04K | 0.06% | 261 |
|
|
2023
Q2 | $227K | Buy |
3,185
+2
| +0.1% | +$142 | 0.07% | 236 |
|
|
2023
Q1 | $206K | Buy |
+3,183
| New | +$206K | 0.07% | 236 |
|
|
2022
Q4 | – | Sell |
-3,678
| Closed | -$214K | – | 258 |
|
|
2022
Q3 | $214K | Hold |
3,678
| – | – | 0.08% | 217 |
|
|
2022
Q2 | $209K | Sell |
3,678
-80
| -2% | -$4.55K | 0.08% | 225 |
|
|
2022
Q1 | $282K | Hold |
3,758
| – | – | 0.09% | 195 |
|
|
2021
Q4 | $316K | Hold |
3,758
| – | – | 0.1% | 198 |
|
|
2021
Q3 | $291K | Hold |
3,758
| – | – | 0.09% | 225 |
|
|
2021
Q2 | $292K | Sell |
3,758
-40
| -1% | -$3.11K | 0.09% | 227 |
|
|
2021
Q1 | $284K | Buy |
3,798
+250
| +7% | +$18.7K | 0.1% | 204 |
|
|
2020
Q4 | $250K | Hold |
3,548
| – | – | 0.09% | 210 |
|
|
2020
Q3 | $222K | Buy |
+3,548
| New | +$222K | 0.09% | 205 |
|
|
2020
Q1 | – | Sell |
-3,548
| Closed | -$202K | – | 223 |
|
|
2019
Q4 | $202K | Buy |
+3,548
| New | +$202K | 0.1% | 193 |
|
|
2018
Q4 | – | Sell |
-3,788
| Closed | -$201K | – | 160 |
|
|
2018
Q3 | $201K | Buy |
+3,788
| New | +$201K | 0.14% | 147 |
|