Sax Wealth Advisors’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
2025
Q2
$212K Buy
+2,124
New +$212K 0.01% 403
2025
Q1
Sell
-2,124
Closed -$204K 378
2024
Q4
$204K Buy
+2,124
New +$204K 0.02% 315