Optivise Advisory Services’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	$1.3M	Hold	13,034	–	–	0.66%	37
2025 Q1	$1.15M	Hold	13,034	–	–	0.65%	39
2024 Q4	$1.25M	Hold	13,034	–	–	0.68%	38
2024 Q3	$1.15M	Buy	13,034 +240	+2%	+$21.1K	0.6%	44
2024 Q2	$1.04M	Buy	+12,794	New	+$1.04M	0.56%	49