Mascoma 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 Q2	$99.6K	Hold	1,000	–	–	0.02%	135
2025 Q1	$88.3K	Hold	1,000	–	–	0.02%	146
2024 Q4	$96.1K	Hold	1,000	–	–	0.02%	144
2024 Q3	$87.9K	Hold	1,000	–	–	0.02%	149
2024 Q2	$81.3K	Hold	1,000	–	–	0.02%	153
2024 Q1	$82K	Hold	1,000	–	–	0.02%	141
2023 Q4	$75.8K	Hold	1,000	–	–	0.02%	150
2023 Q3	$67K	Hold	1,000	–	–	0.02%	155
2023 Q2	$72K	Hold	1,000	–	–	0.02%	157
2023 Q1	$64.4K	Hold	1,000	–	–	0.02%	211
2022 Q4	$57K	Hold	1,000	–	–	0.02%	216
2022 Q3	$58K	Hold	1,000	–	–	0.02%	211
2022 Q2	$57K	Hold	1,000	–	–	0.02%	227
2022 Q1	$75K	Hold	1,000	–	–	0.02%	215
2021 Q4	$84K	Hold	1,000	–	–	0.03%	176
2021 Q3	$77K	Buy	+1,000	New	+$77K	0.03%	173
2021 Q2	–	Sell	-1,000	Closed	-$75K	–	284
2021 Q1	$75K	Buy	+1,000	New	+$75K	0.03%	171
2019 Q3	–	Sell	-1,000	Closed	-$54K	–	221
2019 Q2	$54K	Hold	1,000	–	–	0.03%	156
2019 Q1	$51K	Hold	1,000	–	–	0.03%	151
2018 Q4	$45K	Hold	1,000	–	–	0.03%	148
2018 Q3	$53K	Hold	1,000	–	–	0.04%	158
2018 Q2	$48K	Hold	1,000	–	–	0.03%	157
2018 Q1	$46K	Hold	1,000	–	–	0.03%	155
2017 Q4	$48K	Hold	1,000	–	–	0.03%	148
2017 Q3	$41K	Hold	1,000	–	–	0.03%	161
2017 Q2	$41K	Hold	1,000	–	–	0.03%	170
2017 Q1	$40K	Hold	1,000	–	–	0.03%	156
2016 Q4	$38K	Buy	+1,000	New	+$38K	0.03%	164