WJ Wealth 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 | $387K | Hold |
3,880
| – | – | 0.12% | 73 |
|
|
2025
Q1 | $343K | Sell |
3,880
-200
| -5% | -$17.7K | 0.12% | 68 |
|
|
2024
Q4 | $392K | Hold |
4,080
| – | – | 0.14% | 62 |
|
|
2024
Q3 | $359K | Hold |
4,080
| – | – | 0.13% | 62 |
|
|
2024
Q2 | $332K | Sell |
4,080
-200
| -5% | -$16.3K | 0.12% | 64 |
|
|
2024
Q1 | $351K | Hold |
4,280
| – | – | 0.14% | 64 |
|
|
2023
Q4 | $324K | Hold |
4,280
| – | – | 0.14% | 64 |
|
|
2023
Q3 | $287K | Hold |
4,280
| – | – | 0.14% | 57 |
|
|
2023
Q2 | $305K | Buy |
+4,280
| New | +$305K | 0.14% | 52 |
|
|
2023
Q1 | – | Sell |
-8,280
| Closed | -$472K | – | 58 |
|
|
2022
Q4 | $472K | Sell |
8,280
-1,200
| -13% | -$68.4K | 0.27% | 36 |
|
|
2022
Q3 | $551K | Hold |
9,480
| – | – | 0.35% | 33 |
|
|
2022
Q2 | $538K | Sell |
9,480
-4,670
| -33% | -$265K | 0.38% | 29 |
|
|
2022
Q1 | $1.07M | Sell |
14,150
-700
| -5% | -$52.7K | 0.71% | 19 |
|
|
2021
Q4 | $1.25M | Sell |
14,850
-305
| -2% | -$25.6K | 0.75% | 23 |
|
|
2021
Q3 | $1.17M | Sell |
15,155
-75
| -0.5% | -$5.8K | 0.78% | 27 |
|
|
2021
Q2 | $1.18M | Sell |
15,230
-240
| -2% | -$18.6K | 3.66% | 8 |
|
|
2021
Q1 | $1.16M | Sell |
15,470
-250
| -2% | -$18.7K | 3.6% | 8 |
|
|
2020
Q4 | $1.11M | Sell |
15,720
-300
| -2% | -$21.1K | 3.45% | 8 |
|
|
2020
Q3 | $1M | Sell |
16,020
-20,924
| -57% | -$1.31M | 3.24% | 9 |
|
|
2020
Q2 | $2.02M | Buy |
36,944
+17,672
| +92% | +$966K | 1.42% | 16 |
|
|
2020
Q1 | $854K | Sell |
19,272
-6,140
| -24% | -$272K | 3.08% | 10 |
|
|
2019
Q4 | $1.45M | Buy |
+25,412
| New | +$1.45M | 3.66% | 7 |
|