AIP
IYC icon

Almanack Investment Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-1,640
Closed -$95K – 685
2022
Q3 		$95K Buy
+1,640
New +$104K 0.02% 191

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Almanack Investment Partners's IYC Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2022, closing a stake of 1,640 shares — an estimated $95K sold.

Almanack Investment Partners first reported a position in IYC in Q3 2022 and held it in 1 quarter. The position peaked at $95K in Q3 2022. 178 funds tracked by Wall St. Rank hold IYC as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,640 iShares US Consumer Discretionary ETF shares in Q4 2022, an estimated $95K.
  • Almanack Investment Partners first reported a position in iShares US Consumer Discretionary ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares US Consumer Discretionary ETF position peaked at $95K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.