Ashton Thomas Private Wealth’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Ashton Thomas Private Wealth’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 Q3	–	Sell	-449	Closed	-$36.5K	–	1239
2024 Q2	$36.5K	Buy	+449	New	+$35.7K	﹤0.01%	1000
2022 Q1	–	Sell	-3,659	Closed	-$307K	–	481
2021 Q4	$307K	Buy	3,659 +983	+37%	+$81.4K	0.03%	386
2021 Q3	$207K	Sell	2,676 -692	-21%	-$54.4K	0.03%	352
2021 Q2	$261K	Buy	+3,368	New	+$258K	0.04%	300
2021 Q1	–	Sell	-2,990	Closed	-$211K	–	317
2020 Q4	$211K	Buy	+2,990	New	+$199K	0.04%	286

Other funds holding IYC

PCH

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

RJFSA

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

Ashton Thomas Private Wealth's IYC Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2024, closing a stake of 449 shares — an estimated $36.5K sold.

Ashton Thomas Private Wealth first reported a position in IYC in Q4 2020 and held it in 5 quarters. The position peaked at $307K in Q4 2021. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 449 iShares US Consumer Discretionary ETF shares in Q3 2024, an estimated $36.5K.
Ashton Thomas Private Wealth first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and held it in 5 quarters.
Ashton Thomas Private Wealth's iShares US Consumer Discretionary ETF position peaked at $307K in Q4 2021.
212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.