SFPG
Stonebridge Financial Planning Group’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 | $2.63M | Sell |
26,438
-1,544
| -6% | -$154K | 1.1% | 25 |
|
|
2025
Q1 | $2.47M | Sell |
27,982
-979
| -3% | -$86.5K | 1.13% | 26 |
|
|
2024
Q4 | $2.78M | Sell |
28,961
-994
| -3% | -$95.6K | 1.24% | 22 |
|
|
2024
Q3 | $2.63M | Sell |
29,955
-523
| -2% | -$46K | 1.25% | 18 |
|
|
2024
Q2 | $2.48M | Sell |
30,478
-1,296
| -4% | -$105K | 1.24% | 18 |
|
|
2024
Q1 | $2.6M | Sell |
31,774
-1,353
| -4% | -$111K | 1.38% | 12 |
|
|
2023
Q4 | $2.51M | Sell |
33,127
-2,315
| -7% | -$175K | 1.44% | 14 |
|
|
2023
Q3 | $2.37M | Sell |
35,442
-300
| -0.8% | -$20.1K | 1.52% | 14 |
|
|
2023
Q2 | $2.54M | Sell |
35,742
-2,079
| -5% | -$148K | 1.55% | 18 |
|
|
2023
Q1 | $2.45M | Sell |
37,821
-4,963
| -12% | -$321K | 1.58% | 17 |
|
|
2022
Q4 | $2.44M | Sell |
42,784
-1,448
| -3% | -$82.5K | 1.62% | 14 |
|
|
2022
Q3 | $2.57M | Sell |
44,232
-2,498
| -5% | -$145K | 1.8% | 14 |
|
|
2022
Q2 | $2.65M | Sell |
46,730
-5,517
| -11% | -$313K | 1.8% | 15 |
|
|
2022
Q1 | $3.92M | Sell |
52,247
-893
| -2% | -$67K | 2.2% | 12 |
|
|
2021
Q4 | $3.89M | Buy |
53,140
+81
| +0.2% | +$5.93K | 2.04% | 10 |
|
|
2021
Q3 | $4.55M | Buy |
53,059
+285
| +0.5% | +$24.4K | 2.22% | 9 |
|
|
2021
Q2 | $4.17M | Sell |
52,774
-140
| -0.3% | -$11.1K | 2.21% | 9 |
|
|
2021
Q1 | $4.11M | Buy |
52,914
+786
| +2% | +$61K | 2.4% | 9 |
|
|
2020
Q4 | $3.68M | Buy |
52,128
+39,862
| +325% | +$2.81M | 2.33% | 11 |
|
|
2020
Q3 | $3.16M | Sell |
12,266
-110
| -0.9% | -$28.3K | 2.27% | 11 |
|
|
2020
Q2 | $2.74M | Sell |
12,376
-119
| -1% | -$26.3K | 2.33% | 11 |
|
|
2020
Q1 | $2.35M | Sell |
12,495
-987
| -7% | -$185K | 2.34% | 12 |
|
|
2019
Q4 | $3.08M | Buy |
+13,482
| New | +$3.08M | 2.78% | 7 |
|