WMG Financial Advisors’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
2022
Q2
Sell
-4,233
Closed -$317K 163
2022
Q1
$317K Sell
4,233
-239
-5% -$17.9K 0.23% 108
2021
Q4
$373K Buy
+4,472
New +$373K 0.29% 94