Sunbelt Securities’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
2026 Q1	$436K	Sell	4,498 -13,268	-75%	-$1.35M	0.03%	442
2025 Q4	$1.83M	Buy	17,766 +4,281	+32%	+$440K	0.12%	142
2025 Q3	$1.41M	Sell	13,485 -2,104	-13%	-$216K	0.1%	178
2025 Q2	$1.5M	Sell	15,589 -1,089	-7%	-$101K	0.13%	146
2025 Q1	$1.47M	Buy	16,678 +1,089	+7%	+$104K	0.13%	133
2024 Q4	$1.51M	Buy	15,589 +621	+4%	+$58K	0.13%	146
2024 Q3	$1.32M	Sell	14,968 -544	-4%	-$45K	0.13%	162
2024 Q2	$1.26M	Sell	15,512 -908	-6%	-$72.2K	0.13%	157
2024 Q1	$1.35M	Buy	16,420 +1,486	+10%	+$116K	0.15%	140
2023 Q4	$1.13M	Buy	14,934 +620	+4%	+$43.2K	0.14%	162
2023 Q3	$958K	Buy	14,314 +4,979	+53%	+$352K	0.13%	171
2023 Q2	$664K	Buy	9,335 +250	+3%	+$16.4K	0.1%	228
2023 Q1	$574K	Buy	9,085 +625	+7%	+$39.2K	0.09%	235
2022 Q4	$482K	Sell	8,460 -419	-5%	-$25.1K	0.09%	249
2022 Q3	$517K	Buy	8,879 +1,240	+16%	+$79K	0.11%	224
2022 Q2	$433K	Sell	7,639 -150	-2%	-$9.69K	0.09%	263
2022 Q1	$595K	Buy	7,789 +250	+3%	+$18.8K	0.11%	218
2021 Q4	$577K	Hold	7,539	–	–	0.09%	244
2021 Q3	$581K	Hold	7,539	–	–	0.1%	233
2021 Q2	$581K	Sell	7,539 -798	-10%	-$61.2K	0.1%	233
2021 Q1	$624K	Sell	8,337 -756	-8%	-$55K	0.12%	203
2020 Q4	$641K	Buy	9,093 +1	+0%	+$66	0.13%	190
2020 Q3	$568K	Buy	9,092 +1,232	+16%	+$74.4K	0.16%	167
2020 Q2	$430K	Sell	7,860 -80	-1%	-$4.14K	0.15%	176
2020 Q1	$352K	Sell	7,940 -1,560	-16%	-$83.4K	0.02%	285
2019 Q4	$542K	Buy	9,500 +1,800	+23%	+$99.9K	0.06%	298
2019 Q3	$418K	Buy	+7,700	New	+$423K	0.05%	340