Robertson Stephens Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,077	Closed	-$1.24M	–	602
2024 Q3	$1.24M	Hold	14,077	–	–	0.04%	255
2024 Q2	$1.14M	Buy	14,077 +916	+7%	+$74.5K	0.06%	207
2024 Q1	$1.08M	Buy	+13,161	New	+$1.08M	0.06%	218