Ables Iannone Moore & Associates’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Ables Iannone Moore & Associates’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-505	Closed	-$41.4K	–	68
2024 Q1	$41.4K	Sell	505 -40	-7%	-$3.12K	0.03%	59
2023 Q4	$41.3K	Buy	+545	New	+$38K	0.03%	104

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ables Iannone Moore & Associates's IYC Position: Q2 2024 in Review

Ables Iannone Moore & Associates sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2024, closing a stake of 505 shares — an estimated $41.4K sold.

Ables Iannone Moore & Associates first reported a position in IYC in Q4 2023 and held it in 2 quarters. The position peaked at $41.4K in Q1 2024. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2024.

Ables Iannone Moore & Associates reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
Ables Iannone Moore & Associates sold 505 iShares US Consumer Discretionary ETF shares in Q2 2024, an estimated $41.4K.
Ables Iannone Moore & Associates first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and held it in 2 quarters.
Ables Iannone Moore & Associates's iShares US Consumer Discretionary ETF position peaked at $41.4K in Q1 2024.
210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2024, filed 11 Jul 2024.