MGB 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
$193K Hold
1,936
0.06% 213
2025
Q1
$171K Hold
1,936
0.06% 211
2024
Q4
$186K Hold
1,936
0.06% 198
2024
Q3
$170K Hold
1,936
0.06% 193
2024
Q2
$162K Hold
1,936
0.06% 197
2024
Q1
$159K Hold
1,936
0.06% 192
2023
Q4
$147K Buy
+1,936
New +$147K 0.07% 189