SOA Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5K | Buy |
497
+1
| +0.2% | +$100 | 0.01% | 372 |
|
|
2025
Q1 | $43.8K | Buy |
496
+1
| +0.2% | +$88 | 0.01% | 362 |
|
|
2024
Q4 | $47.6K | Hold |
495
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $43.5K | Buy |
495
+1
| +0.2% | +$88 | 0.01% | 342 |
|
|
2024
Q2 | $40.2K | Buy |
494
+1
| +0.2% | +$81 | 0.01% | 337 |
|
|
2024
Q1 | $40.4K | Hold |
493
| – | – | 0.01% | 332 |
|
|
2023
Q4 | $37.3K | Buy |
493
+2
| +0.4% | +$151 | 0.01% | 330 |
|
|
2023
Q3 | $32.9K | Hold |
491
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $34.9K | Buy |
491
+1
| +0.2% | +$71 | 0.01% | 338 |
|
|
2023
Q1 | $31.7K | Buy |
490
+1
| +0.2% | +$65 | 0.01% | 346 |
|
|
2022
Q4 | $27.9K | Buy |
489
+2
| +0.4% | +$114 | 0.01% | 352 |
|
|
2022
Q3 | $28K | Hold |
487
| – | – | 0.01% | 332 |
|
|
2022
Q2 | $27K | Buy |
487
+1
| +0.2% | +$55 | 0.01% | 341 |
|
|
2022
Q1 | $36K | Buy |
486
+1
| +0.2% | +$74 | 0.01% | 355 |
|
|
2021
Q4 | $40K | Buy |
485
+1
| +0.2% | +$82 | 0.01% | 327 |
|
|
2021
Q3 | $37K | Hold |
484
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $37K | Buy |
484
+1
| +0.2% | +$76 | 0.01% | 352 |
|
|
2021
Q1 | $36K | Hold |
483
| – | – | 0.01% | 309 |
|
|
2020
Q4 | $35K | Buy |
+483
| New | +$35K | 0.01% | 311 |
|