Mutual 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 | $1.84M | Buy |
18,129
+2,467
| +16% | +$250K | 0.05% | 341 |
|
|
2025
Q1 | $1.4M | Sell |
15,662
-996
| -6% | -$88.9K | 0.04% | 364 |
|
|
2024
Q4 | $1.61M | Buy |
16,658
+1,045
| +7% | +$101K | 0.05% | 333 |
|
|
2024
Q3 | $1.38M | Sell |
15,613
-2,882
| -16% | -$254K | 0.04% | 374 |
|
|
2024
Q2 | $1.5M | Buy |
18,495
+393
| +2% | +$32K | 0.05% | 343 |
|
|
2024
Q1 | $1.48M | Sell |
18,102
-176
| -1% | -$14.4K | 0.05% | 342 |
|
|
2023
Q4 | $1.38M | Sell |
18,278
-31
| -0.2% | -$2.35K | 0.05% | 359 |
|
|
2023
Q3 | $1.23M | Sell |
18,309
-1,764
| -9% | -$118K | 0.05% | 365 |
|
|
2023
Q2 | $1.43M | Buy |
20,073
+2,572
| +15% | +$183K | 0.05% | 334 |
|
|
2023
Q1 | $1.13M | Sell |
17,501
-2,603
| -13% | -$168K | 0.05% | 395 |
|
|
2022
Q4 | $1.15M | Buy |
20,104
+49
| +0.2% | +$2.79K | 0.05% | 379 |
|
|
2022
Q3 | $1.17M | Buy |
20,055
+175
| +0.9% | +$10.2K | 0.06% | 330 |
|
|
2022
Q2 | $1.13M | Sell |
19,880
-3,669
| -16% | -$208K | 0.07% | 302 |
|
|
2022
Q1 | $1.77M | Sell |
23,549
-2,494
| -10% | -$187K | 0.1% | 235 |
|
|
2021
Q4 | $2.19M | Buy |
26,043
+1,694
| +7% | +$142K | 0.12% | 212 |
|
|
2021
Q3 | $1.88M | Buy |
24,349
+1,966
| +9% | +$152K | 0.11% | 226 |
|
|
2021
Q2 | $1.74M | Buy |
22,383
+4
| +0% | +$310 | 0.1% | 247 |
|
|
2021
Q1 | $1.68M | Sell |
22,379
-841
| -4% | -$62.9K | 0.11% | 225 |
|
|
2020
Q4 | $1.64M | Sell |
23,220
-2,244
| -9% | -$158K | 0.12% | 201 |
|
|
2020
Q3 | $1.59M | Sell |
25,464
-9,828
| -28% | -$614K | 0.14% | 170 |
|
|
2020
Q2 | $1.93M | Buy |
35,292
+1,004
| +3% | +$55K | 0.19% | 132 |
|
|
2020
Q1 | $1.52M | Buy |
34,288
+1,568
| +5% | +$69.5K | 0.21% | 128 |
|
|
2019
Q4 | $1.87M | Buy |
32,720
+25,116
| +330% | +$1.43M | 0.2% | 125 |
|
|
2019
Q3 | $413K | Hold |
7,604
| – | – | 0.05% | 345 |
|
|
2019
Q2 | $414K | Sell |
7,604
-24
| -0.3% | -$1.31K | 0.05% | 364 |
|
|
2019
Q1 | $390K | Buy |
7,628
+32
| +0.4% | +$1.64K | 0.06% | 307 |
|
|
2018
Q4 | $344K | Sell |
7,596
-17,736
| -70% | -$803K | 0.07% | 289 |
|
|
2018
Q3 | $1.34M | Buy |
25,332
+17,016
| +205% | +$901K | 0.2% | 123 |
|
|
2018
Q2 | $403K | Sell |
8,316
-388
| -4% | -$18.8K | 0.09% | 275 |
|
|
2018
Q1 | $397K | Buy |
8,704
+432
| +5% | +$19.7K | 0.1% | 269 |
|
|
2017
Q4 | $371K | Buy |
+8,272
| New | +$371K | 0.14% | 192 |
|