Samalin Investment Counsel’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$357K	Sell	3,680 -208	-5%	-$21.2K	0.13%	220
2025 Q4	$401K	Buy	3,888 +2	+0.1%	+$206	0.14%	201
2025 Q3	$407K	Buy	3,886 +3	+0.1%	+$307	0.14%	204
2025 Q2	$387K	Buy	3,883 +71	+2%	+$6.58K	0.15%	213
2025 Q1	$337K	Buy	3,812 +3	+0.1%	+$286	0.14%	223
2024 Q4	$366K	Sell	3,809 -232	-6%	-$21.7K	0.16%	196
2024 Q3	$355K	Buy	4,041 +4	+0.1%	+$331	0.15%	201
2024 Q2	$328K	Buy	4,037 +2	+0%	+$159	0.15%	205
2024 Q1	$331K	Sell	4,035 -200	-5%	-$15.6K	0.16%	203
2023 Q4	$321K	Hold	4,235	–	–	0.16%	203
2023 Q3	$284K	Sell	4,235 -221	-5%	-$15.6K	0.16%	178
2023 Q2	$317K	Hold	4,456	–	–	0.17%	162
2023 Q1	$288K	Buy	4,456 +229	+5%	+$14.4K	0.17%	171
2022 Q4	$241K	Sell	4,227 -525	-11%	-$31.4K	0.15%	185
2022 Q3	$277K	Buy	4,752 +250	+6%	+$15.9K	0.2%	142
2022 Q2	$255K	Buy	4,502 +25	+0.6%	+$1.61K	0.18%	169
2022 Q1	$336K	Sell	4,477 -177	-4%	-$13.3K	0.2%	153
2021 Q4	$391K	Sell	4,654 -33	-0.7%	-$2.73K	0.23%	133
2021 Q3	$362K	Sell	4,687 -149	-3%	-$11.7K	0.24%	144
2021 Q2	$375K	Hold	4,836	–	–	0.24%	145
2021 Q1	$361K	Hold	4,836	–	–	0.24%	139
2020 Q4	$341K	Hold	4,836	–	–	0.26%	136
2020 Q3	$302K	Buy	4,836 +324	+7%	+$19.6K	0.27%	119
2020 Q2	$247K	Buy	+4,512	New	+$233K	0.26%	128
2020 Q1	–	Sell	-5,012	Closed	-$285K	–	333
2019 Q4	$285K	Buy	+5,012	New	+$278K	0.24%	116