Transform Wealth’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
2024
Q1
Sell
2023
Q4
$729K Sell
2023
Q3
$708K Buy
2018
Q3
Sell
2018
Q2
$248K Sell
2018
Q1
$1.01M Sell
2017
Q4
$4.29M Buy
2017
Q3
$3.62M Buy
2017
Q2
Sell
2017
Q1
$3.22M Buy
2016
Q4
$2.74M Buy