WealthBridge Capital 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
Q2 | $496K | Sell |
4,980
-840
| -14% | -$83.7K | 0.13% | 119 |
|
|
2025
Q1 | $514K | Sell |
5,820
-476
| -8% | -$42K | 0.15% | 106 |
|
|
2024
Q4 | $605K | Hold |
6,296
| – | – | 0.17% | 97 |
|
|
2024
Q3 | $554K | Sell |
6,296
-500
| -7% | -$44K | 0.16% | 102 |
|
|
2024
Q2 | $552K | Sell |
6,796
-1,000
| -13% | -$81.3K | 0.18% | 90 |
|
|
2024
Q1 | $639K | Sell |
7,796
-712
| -8% | -$58.4K | 0.22% | 82 |
|
|
2023
Q4 | $645K | Buy |
8,508
+3
| +0% | +$227 | 0.24% | 77 |
|
|
2023
Q3 | $569K | Buy |
8,505
+200
| +2% | +$13.4K | 0.24% | 80 |
|
|
2023
Q2 | $591K | Sell |
8,305
-440
| -5% | -$31.3K | 0.24% | 80 |
|
|
2023
Q1 | $566K | Sell |
8,745
-401
| -4% | -$25.9K | 0.23% | 85 |
|
|
2022
Q4 | $521K | Sell |
9,146
-215
| -2% | -$12.2K | 0.22% | 93 |
|
|
2022
Q3 | $531K | Hold |
9,361
| – | – | 0.23% | 89 |
|
|
2022
Q2 | $531K | Sell |
9,361
-3,164
| -25% | -$179K | 0.23% | 89 |
|
|
2022
Q1 | $940K | Buy |
12,525
+3,246
| +35% | +$244K | 0.35% | 61 |
|
|
2021
Q4 | $779K | Sell |
9,279
-1,328
| -13% | -$111K | 0.29% | 73 |
|
|
2021
Q3 | $820K | Sell |
10,607
-529
| -5% | -$40.9K | 0.31% | 67 |
|
|
2021
Q2 | $864K | Buy |
11,136
+965
| +9% | +$74.9K | 0.31% | 67 |
|
|
2021
Q1 | $761K | Sell |
10,171
-896
| -8% | -$67K | 0.31% | 73 |
|
|
2020
Q4 | $780K | Buy |
11,067
+3
| +0% | +$211 | 0.34% | 62 |
|
|
2020
Q3 | $692K | Sell |
11,064
-300
| -3% | -$18.8K | 0.36% | 61 |
|
|
2020
Q2 | $622K | Buy |
11,364
+408
| +4% | +$22.3K | 0.35% | 58 |
|
|
2020
Q1 | $485K | Buy |
10,956
+5,060
| +86% | +$224K | 0.34% | 66 |
|
|
2019
Q4 | $336K | Hold |
5,896
| – | – | 0.22% | 88 |
|
|
2019
Q3 | $320K | Hold |
5,896
| – | – | 0.23% | 87 |
|
|
2019
Q2 | $267K | Sell |
5,896
-300
| -5% | -$13.6K | 0.24% | 85 |
|
|
2019
Q1 | $331K | Buy |
6,196
+300
| +5% | +$16K | 0.21% | 81 |
|
|
2018
Q4 | $267K | Buy |
+5,896
| New | +$267K | 0.2% | 85 |
|