One Charles Private Wealth Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

One Charles Private Wealth Services’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$482K	Sell
2025 Q1	$430K	Sell
2024 Q4	$516K	Buy
2024 Q3	$429K	Hold
2024 Q2	$396K	Buy
2024 Q1	$371K	Sell
2023 Q4	$345K	Buy