Synergy Asset Management’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 Q1	–	Sell	-5	Closed	-$440	–	470
2024 Q4	$440	Buy	+5	New	+$440	﹤0.01%	790
2023 Q3	–	Sell	-50,865	Closed	-$3.62M	–	143
2023 Q2	$3.62M	Buy	+50,865	New	+$3.62M	0.9%	39