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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $407K | Hold |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $392K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $551K | Hold |
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|
2022
Q2 | $538K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $854K | Sell |
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|
2019
Q4 | $1.45M | Buy |
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