Summit X LLC’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 | $480K | Sell |
4,821
-185
| -4% | -$18.4K | 0.09% | 148 |
|
|
2025
Q1 | $442K | Sell |
5,006
-826
| -14% | -$73K | 0.09% | 133 |
|
|
2024
Q4 | $561K | Sell |
5,832
-187
| -3% | -$18K | 0.12% | 117 |
|
|
2024
Q3 | $489K | Sell |
6,019
-322
| -5% | -$26.2K | 0.12% | 118 |
|
|
2024
Q2 | $516K | Sell |
6,341
-167
| -3% | -$13.6K | 0.12% | 118 |
|
|
2024
Q1 | $534K | Sell |
6,508
-27
| -0.4% | -$2.21K | 0.14% | 112 |
|
|
2023
Q4 | $493K | Sell |
6,535
-202
| -3% | -$15.2K | 0.14% | 114 |
|
|
2023
Q3 | $451K | Sell |
6,737
-19
| -0.3% | -$1.27K | 0.14% | 111 |
|
|
2023
Q2 | $481K | Buy |
+6,756
| New | +$481K | 0.12% | 162 |
|