OCPWS
One Charles Private Wealth Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
4,836
-32
| -0.7% | -$3.19K | 0.14% | 83 |
|
|
2025
Q1 | $430K | Sell |
4,868
-494
| -9% | -$43.6K | 0.14% | 84 |
|
|
2024
Q4 | $516K | Buy |
5,362
+487
| +10% | +$46.8K | 0.17% | 74 |
|
|
2024
Q3 | $429K | Hold |
4,875
| – | – | 0.16% | 86 |
|
|
2024
Q2 | $396K | Buy |
4,875
+353
| +8% | +$28.7K | 0.16% | 90 |
|
|
2024
Q1 | $371K | Sell |
4,522
-34
| -0.7% | -$2.79K | 0.16% | 93 |
|
|
2023
Q4 | $345K | Buy |
+4,556
| New | +$345K | 0.18% | 94 |
|