Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,291
| Closed | -$918K | – | 277 |
|
|
2024
Q2 | $918K | Buy |
11,291
+411
| +4% | +$33.4K | 0.06% | 108 |
|
|
2024
Q1 | $892K | Hold |
10,880
| – | – | 0.07% | 111 |
|
|
2023
Q4 | $824K | Sell |
10,880
-109
| -1% | -$8.26K | 0.07% | 92 |
|
|
2023
Q3 | $736K | Buy |
10,989
+109
| +1% | +$7.3K | 0.08% | 73 |
|
|
2023
Q2 | $774K | Sell |
10,880
-110
| -1% | -$7.83K | 0.08% | 77 |
|
|
2023
Q1 | $711K | Hold |
10,990
| – | – | 0.08% | 69 |
|
|
2022
Q4 | $626K | Buy |
+10,990
| New | +$626K | 0.07% | 75 |
|