Montag & Associates’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 | $69.4K | Hold |
696
| – | – | ﹤0.01% | 520 |
|
|
2025
Q1 | $61.5K | Hold |
696
| – | – | ﹤0.01% | 570 |
|
|
2024
Q4 | $66.9K | Hold |
696
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $61.2K | Hold |
696
| – | – | ﹤0.01% | 573 |
|
|
2024
Q2 | $56.6K | Hold |
696
| – | – | ﹤0.01% | 571 |
|
|
2024
Q1 | $57.1K | Hold |
696
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $52.7K | Hold |
696
| – | – | ﹤0.01% | 569 |
|
|
2023
Q3 | $46.7K | Hold |
696
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $49.5K | Hold |
696
| – | – | ﹤0.01% | 564 |
|
|
2023
Q1 | $45K | Hold |
696
| – | – | ﹤0.01% | 569 |
|
|
2022
Q4 | $39.6K | Sell |
696
-25
| -3% | -$1.42K | ﹤0.01% | 588 |
|
|
2022
Q3 | $42K | Buy |
721
+400
| +125% | +$23.3K | ﹤0.01% | 570 |
|
|
2022
Q2 | $18K | Hold |
321
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $24K | Hold |
321
| – | – | ﹤0.01% | 654 |
|
|
2021
Q4 | $27K | Hold |
321
| – | – | ﹤0.01% | 647 |
|
|
2021
Q3 | $25K | Hold |
321
| – | – | ﹤0.01% | 648 |
|
|
2021
Q2 | $25K | Hold |
321
| – | – | ﹤0.01% | 639 |
|
|
2021
Q1 | $24K | Buy |
321
+25
| +8% | +$1.87K | ﹤0.01% | 645 |
|
|
2020
Q4 | $21K | Buy |
+296
| New | +$21K | ﹤0.01% | 634 |
|