WA
Wealthstar Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.92M | Buy |
+19,219
| New | +$1.92M | 0.72% | 24 |
|
2023
Q4 | – | Sell |
-12,869
| Closed | -$862K | – | 131 |
|
2023
Q3 | $862K | Buy |
+12,869
| New | +$862K | 0.33% | 34 |
|
2021
Q3 | – | Sell |
-4,180
| Closed | -$324K | – | 109 |
|
2021
Q2 | $324K | Buy |
+4,180
| New | +$324K | 0.1% | 70 |
|
2020
Q1 | $203K | Hold |
1,145
| – | – | 0.14% | 50 |
|
2019
Q4 | $261K | Hold |
1,145
| – | – | 0.16% | 42 |
|
2019
Q3 | $249K | Sell |
1,145
-20
| -2% | -$4.35K | 0.14% | 52 |
|
2019
Q2 | $254K | Sell |
1,165
-475
| -29% | -$104K | 0.15% | 47 |
|
2019
Q1 | $335K | Sell |
1,640
-190
| -10% | -$38.8K | 0.21% | 34 |
|
2018
Q4 | $331K | Hold |
1,830
| – | – | 0.25% | 34 |
|
2018
Q3 | $389K | Hold |
1,830
| – | – | 0.23% | 33 |
|
2018
Q2 | $368K | Hold |
1,830
| – | – | 0.11% | 36 |
|
2018
Q1 | $334K | Buy |
+1,830
| New | +$334K | 0.1% | 31 |
|