Planning Directions’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 | $422K | Buy |
4,233
+6
| +0.1% | +$598 | 0.24% | 50 |
|
|
2025
Q1 | $373K | Sell |
4,227
-406
| -9% | -$35.9K | 0.16% | 78 |
|
|
2024
Q4 | $445K | Buy |
4,633
+4
| +0.1% | +$385 | 0.26% | 45 |
|
|
2024
Q3 | $407K | Buy |
4,629
+6
| +0.1% | +$528 | 0.24% | 50 |
|
|
2024
Q2 | $376K | Buy |
4,623
+6
| +0.1% | +$488 | 0.26% | 51 |
|
|
2024
Q1 | $378K | Buy |
4,617
+6
| +0.1% | +$492 | 0.26% | 49 |
|
|
2023
Q4 | $349K | Buy |
4,611
+16
| +0.3% | +$1.21K | 0.25% | 49 |
|
|
2023
Q3 | $308K | Sell |
4,595
-86
| -2% | -$5.77K | 0.24% | 48 |
|
|
2023
Q2 | $333K | Sell |
4,681
-218
| -4% | -$15.5K | 0.24% | 47 |
|
|
2023
Q1 | $317K | Buy |
4,899
+9
| +0.2% | +$582 | 0.24% | 48 |
|
|
2022
Q4 | $279K | Buy |
4,890
+7
| +0.1% | +$399 | 0.21% | 54 |
|
|
2022
Q3 | $284K | Sell |
4,883
-121
| -2% | -$7.04K | 0.23% | 47 |
|
|
2022
Q2 | $284K | Sell |
5,004
-818
| -14% | -$46.4K | 0.22% | 50 |
|
|
2022
Q1 | $437K | Buy |
5,822
+5
| +0.1% | +$375 | 0.31% | 44 |
|
|
2021
Q4 | $489K | Buy |
5,817
+2
| +0% | +$168 | 0.33% | 41 |
|
|
2021
Q3 | $450K | Sell |
5,815
-358
| -6% | -$27.7K | 0.33% | 45 |
|
|
2021
Q2 | $479K | Sell |
6,173
-188
| -3% | -$14.6K | 0.35% | 44 |
|
|
2021
Q1 | $476K | Sell |
6,361
-18
| -0.3% | -$1.35K | 0.37% | 39 |
|
|
2020
Q4 | $450K | Sell |
6,379
-33
| -0.5% | -$2.33K | 0.36% | 40 |
|
|
2020
Q3 | $401K | Sell |
6,412
-324
| -5% | -$20.3K | 0.35% | 39 |
|
|
2020
Q2 | $369K | Buy |
6,736
+2,180
| +48% | +$119K | 0.34% | 39 |
|
|
2020
Q1 | $202K | Sell |
4,556
-2,800
| -38% | -$124K | 0.28% | 61 |
|
|
2019
Q4 | $420K | Sell |
7,356
-1,844
| -20% | -$105K | 0.39% | 35 |
|
|
2019
Q3 | $500K | Sell |
9,200
-664
| -7% | -$36.1K | 0.48% | 34 |
|
|
2019
Q2 | $537K | Sell |
9,864
-152
| -2% | -$8.28K | 0.55% | 34 |
|
|
2019
Q1 | $512K | Sell |
10,016
-92
| -0.9% | -$4.7K | 0.61% | 33 |
|
|
2018
Q4 | $457K | Buy |
10,108
+36
| +0.4% | +$1.63K | 0.56% | 33 |
|
|
2018
Q3 | $533K | Buy |
10,072
+16
| +0.2% | +$847 | 0.5% | 32 |
|
|
2018
Q2 | $487K | Sell |
10,056
-644
| -6% | -$31.2K | 0.47% | 32 |
|
|
2018
Q1 | $488K | Buy |
+10,700
| New | +$488K | 0.48% | 33 |
|