WealthBridge Capital Management’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
2026 Q1	$262K	Sell	2,700 -760	-22%	-$77.5K	0.06%	194
2025 Q4	$357K	Sell	3,460 -557	-14%	-$57.3K	0.08%	149
2025 Q3	$421K	Sell	4,017 -963	-19%	-$98.7K	0.1%	140
2025 Q2	$496K	Sell	4,980 -840	-14%	-$77.8K	0.13%	119
2025 Q1	$514K	Sell	5,820 -476	-8%	-$45.4K	0.15%	106
2024 Q4	$605K	Hold	6,296	–	–	0.17%	97
2024 Q3	$554K	Sell	6,296 -500	-7%	-$41.4K	0.16%	103
2024 Q2	$552K	Sell	6,796 -1,000	-13%	-$79.5K	0.18%	91
2024 Q1	$639K	Sell	7,796 -712	-8%	-$55.5K	0.22%	82
2023 Q4	$645K	Buy	8,508 +3	+0%	+$209	0.24%	77
2023 Q3	$569K	Buy	8,505 +200	+2%	+$14.1K	0.24%	80
2023 Q2	$591K	Sell	8,305 -440	-5%	-$28.9K	0.24%	80
2023 Q1	$566K	Sell	8,745 -401	-4%	-$25.1K	0.23%	85
2022 Q4	$521K	Sell	9,146 -215	-2%	-$12.9K	0.22%	93
2022 Q3	$531K	Hold	9,361	–	–	0.23%	89
2022 Q2	$531K	Sell	9,361 -3,164	-25%	-$204K	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%	-$110K	0.29%	73
2021 Q3	$820K	Sell	10,607 -529	-5%	-$41.6K	0.31%	67
2021 Q2	$864K	Buy	11,136 +965	+9%	+$74K	0.31%	67
2021 Q1	$761K	Sell	10,171 -896	-8%	-$65.2K	0.31%	73
2020 Q4	$780K	Buy	11,067 +3	+0%	+$199	0.34%	62
2020 Q3	$692K	Sell	11,064 -300	-3%	-$18.1K	0.36%	61
2020 Q2	$622K	Buy	11,364 +408	+4%	+$21.1K	0.35%	58
2020 Q1	$485K	Buy	10,956 +5,060	+86%	+$271K	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%	-$15.9K	0.24%	85
2019 Q1	$331K	Buy	6,196 +300	+5%	+$14.8K	0.21%	81
2018 Q4	$267K	Buy	+5,896	New	+$287K	0.2%	85