RFWA

RPg Family Wealth Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,244	Closed	-$1.29M	–	114
2023 Q3	$1.29M	Buy	19,244 +743	+4%	+$49.8K	0.53%	52
2023 Q2	$1.32M	Sell	18,501 -2,312	-11%	-$165K	0.53%	55
2023 Q1	$1.35M	Buy	+20,813	New	+$1.35M	0.74%	43