The Family Firm’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 | – | Sell |
-2,992
| Closed | -$264K | – | 141 |
|
|
2025
Q1 | $264K | Buy |
+2,992
| New | +$264K | 0.06% | 181 |
|
|
2024
Q3 | – | Sell |
-1,972
| Closed | -$160K | – | 537 |
|
|
2024
Q2 | $160K | Buy |
+1,972
| New | +$160K | 0.04% | 228 |
|
|
2024
Q1 | – | Sell |
-2,715
| Closed | -$206K | – | 200 |
|
|
2023
Q4 | $206K | Buy |
+2,715
| New | +$206K | 0.05% | 185 |
|
|
2023
Q3 | – | Sell |
-4,062
| Closed | -$289K | – | 179 |
|
|
2023
Q2 | $289K | Sell |
4,062
-407
| -9% | -$29K | 0.08% | 146 |
|
|
2023
Q1 | $289K | Buy |
4,469
+10
| +0.2% | +$647 | 0.08% | 144 |
|
|
2022
Q4 | $254K | Buy |
+4,459
| New | +$254K | 0.07% | 157 |
|