Wealth Enhancement Advisory Services’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 | $282K | Sell |
2,801
-240
| -8% | -$24.2K | ﹤0.01% | 2678 |
|
2025
Q1 | $269K | Sell |
3,041
-1,244
| -29% | -$110K | ﹤0.01% | 2512 |
|
2024
Q4 | $412K | Buy |
4,285
+1,000
| +30% | +$96.1K | ﹤0.01% | 2112 |
|
2024
Q3 | $289K | Buy |
3,285
+2
| +0.1% | +$176 | ﹤0.01% | 2187 |
|
2024
Q2 | $267K | Sell |
3,283
-398
| -11% | -$32.3K | ﹤0.01% | 2062 |
|
2024
Q1 | $302K | Buy |
3,681
+2
| +0.1% | +$164 | ﹤0.01% | 1917 |
|
2023
Q4 | $279K | Buy |
3,679
+6
| +0.2% | +$455 | ﹤0.01% | 1864 |
|
2023
Q3 | $246K | Buy |
+3,673
| New | +$246K | ﹤0.01% | 1857 |
|