United Capital Financial Advisors’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 | $5.32M | Buy |
53,429
+118
| +0.2% | +$11.8K | 0.04% | 272 |
|
|
2025
Q1 | $4.71M | Sell |
53,311
-502
| -0.9% | -$44.3K | 0.04% | 278 |
|
|
2024
Q4 | $5.17M | Sell |
53,813
-850
| -2% | -$81.7K | 0.04% | 255 |
|
|
2024
Q3 | $4.81M | Sell |
54,663
-807
| -1% | -$71K | 0.04% | 268 |
|
|
2024
Q2 | $4.51M | Sell |
55,470
-607
| -1% | -$49.3K | 0.04% | 275 |
|
|
2024
Q1 | $4.6M | Sell |
56,077
-3,940
| -7% | -$323K | 0.04% | 296 |
|
|
2023
Q4 | $4.55M | Sell |
60,017
-29,679
| -33% | -$2.25M | 0.04% | 302 |
|
|
2023
Q3 | $6.01M | Sell |
89,696
-339
| -0.4% | -$22.7K | 0.04% | 279 |
|
|
2023
Q2 | $6.41M | Sell |
90,035
-2,557
| -3% | -$182K | 0.03% | 283 |
|
|
2023
Q1 | $5.99M | Sell |
92,592
-3,928
| -4% | -$254K | 0.03% | 301 |
|
|
2022
Q4 | $5.5M | Buy |
96,520
+1,225
| +1% | +$69.8K | 0.03% | 317 |
|
|
2022
Q3 | $5.55M | Buy |
95,295
+2,236
| +2% | +$130K | 0.03% | 313 |
|
|
2022
Q2 | $5.28M | Sell |
93,059
-394
| -0.4% | -$22.4K | 0.03% | 328 |
|
|
2022
Q1 | $7.01M | Sell |
93,453
-2,765
| -3% | -$207K | 0.03% | 316 |
|
|
2021
Q4 | $8.08M | Buy |
96,218
+5,441
| +6% | +$457K | 0.04% | 304 |
|
|
2021
Q3 | $7.02M | Buy |
90,777
+1,235
| +1% | +$95.5K | 0.04% | 319 |
|
|
2021
Q2 | $6.95M | Buy |
89,542
+1,862
| +2% | +$145K | 0.04% | 325 |
|
|
2021
Q1 | $6.56M | Buy |
87,680
+2,104
| +2% | +$157K | 0.04% | 315 |
|
|
2020
Q4 | $6.03M | Buy |
85,576
+1,984
| +2% | +$140K | 0.04% | 323 |
|
|
2020
Q3 | $5.23M | Sell |
83,592
-2,436
| -3% | -$152K | 0.03% | 336 |
|
|
2020
Q2 | $4.71M | Buy |
86,028
+9,056
| +12% | +$496K | 0.03% | 372 |
|
|
2020
Q1 | $3.41M | Sell |
76,972
-4,084
| -5% | -$181K | 0.03% | 399 |
|
|
2019
Q4 | $4.63M | Buy |
81,056
+3,852
| +5% | +$220K | 0.03% | 436 |
|
|
2019
Q3 | $4.2M | Sell |
77,204
-2,020
| -3% | -$110K | 0.03% | 448 |
|
|
2019
Q2 | $4.31M | Buy |
79,224
+28,096
| +55% | +$1.53M | 0.03% | 448 |
|
|
2019
Q1 | $2.61M | Sell |
51,128
-6,380
| -11% | -$326K | 0.02% | 531 |
|
|
2018
Q4 | $2.6M | Sell |
57,508
-83,516
| -59% | -$3.78M | 0.02% | 500 |
|
|
2018
Q3 | $7.47M | Sell |
141,024
-52,088
| -27% | -$2.76M | 0.05% | 357 |
|
|
2018
Q2 | $9.35M | Sell |
193,112
-20,832
| -10% | -$1.01M | 0.07% | 313 |
|
|
2018
Q1 | $9.75M | Buy |
213,944
+35,156
| +20% | +$1.6M | 0.07% | 299 |
|
|
2017
Q4 | $8.06M | Sell |
178,788
-10,088
| -5% | -$455K | 0.06% | 327 |
|
|
2017
Q3 | $7.75M | Sell |
188,876
-30,044
| -14% | -$1.23M | 0.07% | 320 |
|
|
2017
Q2 | $8.98M | Sell |
218,920
-86,360
| -28% | -$3.54M | 0.08% | 289 |
|
|
2017
Q1 | $12.3M | Sell |
305,280
-29,644
| -9% | -$1.19M | 0.11% | 208 |
|
|
2016
Q4 | $12.6M | Sell |
334,924
-76,720
| -19% | -$2.9M | 0.12% | 195 |
|
|
2016
Q3 | $15.1M | Buy |
411,644
+129,296
| +46% | +$4.76M | 0.15% | 164 |
|
|
2016
Q2 | $10.1M | Buy |
282,348
+259,496
| +1,136% | +$9.28M | 0.1% | 233 |
|
|
2016
Q1 | $833K | Sell |
22,852
-308,208
| -93% | -$11.2M | 0.01% | 745 |
|
|
2015
Q4 | $12M | Buy |
331,060
+313,572
| +1,793% | +$11.3M | 0.14% | 169 |
|
|
2015
Q3 | $602K | Buy |
17,488
+5,332
| +44% | +$184K | 0.01% | 834 |
|
|
2015
Q2 | $435K | Buy |
12,156
+3,128
| +35% | +$112K | 0.01% | 964 |
|
|
2015
Q1 | $322K | Buy |
+9,028
| New | +$322K | ﹤0.01% | 1046 |
|