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Angeles Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Angeles Wealth Management’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
-322
Closed -$26.4K – 315
2024
Q1 		$26.4K Hold
322
– – ﹤0.01% 266
2023
Q4 		$24.4K Buy
+322
New +$22.5K ﹤0.01% 240

Other funds holding IYC

Morgan Stanley
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
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
LPL Financial
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
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

Angeles Wealth Management's IYC Position: Q2 2024 in Review

Angeles Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2024, closing a stake of 322 shares — an estimated $26.4K sold.

Angeles Wealth Management first reported a position in IYC in Q4 2023 and held it in 2 quarters. The position peaked at $26.4K in Q1 2024. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2024.

  • Angeles Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 322 iShares US Consumer Discretionary ETF shares in Q2 2024, an estimated $26.4K.
  • Angeles Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and held it in 2 quarters.
  • Angeles Wealth Management's iShares US Consumer Discretionary ETF position peaked at $26.4K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2024.

Based on Angeles Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.