Stonebridge Financial Planning Group’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 | $2.63M | Sell |
|
|||||
|
2025
Q1 | $2.47M | Sell |
|
|||||
|
2024
Q4 | $2.78M | Sell |
|
|||||
|
2024
Q3 | $2.63M | Sell |
|
|||||
|
2024
Q2 | $2.48M | Sell |
|
|||||
|
2024
Q1 | $2.6M | Sell |
|
|||||
|
2023
Q4 | $2.51M | Sell |
|
|||||
|
2023
Q3 | $2.37M | Sell |
|
|||||
|
2023
Q2 | $2.54M | Sell |
|
|||||
|
2023
Q1 | $2.45M | Sell |
|
|||||
|
2022
Q4 | $2.44M | Sell |
|
|||||
|
2022
Q3 | $2.57M | Sell |
|
|||||
|
2022
Q2 | $2.65M | Sell |
|
|||||
|
2022
Q1 | $3.92M | Sell |
|
|||||
|
2021
Q4 | $3.89M | Buy |
|
|||||
|
2021
Q3 | $4.55M | Buy |
|
|||||
|
2021
Q2 | $4.17M | Sell |
|
|||||
|
2021
Q1 | $4.11M | Buy |
|
|||||
|
2020
Q4 | $3.67M | Buy |
|
|||||
|
2020
Q3 | $3.16M | Sell |
|
|||||
|
2020
Q2 | $2.74M | Sell |
|
|||||
|
2020
Q1 | $2.35M | Sell |
|
|||||
|
2019
Q4 | $3.08M | Buy |
|