Avantax Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-3,528	Closed	-$236K	–	1628
2023 Q3	$236K	Sell	3,528 -29	-0.8%	-$2.05K	﹤0.01%	1332
2023 Q2	$253K	Buy	3,557 +71	+2%	+$4.66K	﹤0.01%	1277
2023 Q1	$226K	Buy	+3,486	New	+$219K	﹤0.01%	1300

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 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

PCH

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

RJFSA

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

Avantax Advisory Services's IYC Position: Q4 2023 in Review

Avantax Advisory Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2023, closing a stake of 3,528 shares — an estimated $236K sold.

Avantax Advisory Services first reported a position in IYC in Q1 2023 and held it in 3 quarters. The position peaked at $253K in Q2 2023. 215 funds tracked by Wall St. Rank hold IYC as of Q4 2023.

Avantax Advisory Services reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 3,528 iShares US Consumer Discretionary ETF shares in Q4 2023, an estimated $236K.
Avantax Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q1 2023 and held it in 3 quarters.
Avantax Advisory Services's iShares US Consumer Discretionary ETF position peaked at $253K in Q2 2023.
215 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.