OneDigital Investment 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
Q1
Sell
-3,450
Closed -$332K 1457
2024
Q4
$332K Sell
3,450
-4,725
-58% -$454K ﹤0.01% 1083
2024
Q3
$719K Buy
+8,175
New +$719K 0.01% 782