Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
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|
2025
Q1 | $764K | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $5.6M | Sell |
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|
2021
Q3 | $5.16M | Buy |
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|
2021
Q2 | $5.01M | Buy |
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|
2021
Q1 | $4.58M | Buy |
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|
2020
Q4 | $2.32M | Sell |
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|
2020
Q3 | $2.13M | Buy |
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|
2020
Q2 | $1.8M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $939K | Buy |
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|
2019
Q2 | $723K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $57K | Hold |
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|
2018
Q2 | $52K | Hold |
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|
2018
Q1 | $48K | Buy |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $17K | Buy |
|