WJ Wealth 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	–	Sell	-1,940	Closed	-$200K	–	74
2025 Q4	$200K	Hold	1,940	–	–	0.09%	70
2025 Q3	$200K	Sell	1,940 -1,940	-50%	-$199K	0.09%	69
2025 Q2	$387K	Hold	3,880	–	–	0.12%	73
2025 Q1	$343K	Sell	3,880 -200	-5%	-$19.1K	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%	-$15.9K	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	+$281K	0.14%	52
2023 Q1	–	Sell	-8,280	Closed	-$472K	–	58
2022 Q4	$472K	Sell	8,280 -1,200	-13%	-$71.8K	0.27%	36
2022 Q3	$551K	Hold	9,480	–	–	0.35%	33
2022 Q2	$538K	Sell	9,480 -4,670	-33%	-$302K	0.38%	29
2022 Q1	$1.07M	Sell	14,150 -700	-5%	-$52.6K	0.71%	19
2021 Q4	$1.25M	Sell	14,850 -305	-2%	-$25.3K	0.75%	23
2021 Q3	$1.17M	Sell	15,155 -75	-0.5%	-$5.9K	0.78%	27
2021 Q2	$1.18M	Sell	15,230 -240	-2%	-$18.4K	3.66%	8
2021 Q1	$1.16M	Sell	15,470 -250	-2%	-$18.2K	3.6%	8
2020 Q4	$1.11M	Sell	15,720 -300	-2%	-$19.9K	3.45%	8
2020 Q3	$1M	Sell	16,020 -20,924	-57%	-$1.26M	3.24%	9
2020 Q2	$2.02M	Buy	36,944 +17,672	+92%	+$914K	1.42%	16
2020 Q1	$854K	Sell	19,272 -6,140	-24%	-$328K	3.08%	10
2019 Q4	$1.45M	Buy	+25,412	New	+$1.41M	3.66%	7