Rockbridge Investment Management’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
Q1 | – | Sell |
-1,172
| Closed | -$88.8K | – | 380 |
|
|
2023
Q4 | $88.8K | Buy |
+1,172
| New | +$88.8K | 0.01% | 186 |
|
|
2022
Q3 | – | Sell |
-1,172
| Closed | -$66.5K | – | 356 |
|
|
2022
Q2 | $66.5K | Hold |
1,172
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $88.1K | Hold |
1,172
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $98K | Hold |
1,172
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $91K | Hold |
1,172
| – | – | 0.02% | 243 |
|
|
2021
Q2 | $91K | Hold |
1,172
| – | – | 0.02% | 237 |
|
|
2021
Q1 | $88K | Hold |
1,172
| – | – | 0.02% | 227 |
|
|
2020
Q4 | $83K | Hold |
1,172
| – | – | 0.02% | 223 |
|
|
2020
Q3 | $73K | Hold |
1,172
| – | – | 0.02% | 226 |
|
|
2020
Q2 | $64K | Buy |
+1,172
| New | +$64K | 0.02% | 212 |
|