BDO Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

BDO Wealth Advisors’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 Q2	$47.1K	Hold	662	–	–	0.01%	442
2023 Q1	$42.8K	Sell	662 -78	-11%	-$4.89K	0.01%	447
2022 Q4	$42.1K	Hold	740	–	–	0.01%	442
2022 Q3	$43K	Hold	740	–	–	0.01%	429
2022 Q2	$42K	Hold	740	–	–	0.01%	435
2022 Q1	$56K	Hold	740	–	–	0.01%	410
2021 Q4	$62K	Hold	740	–	–	0.01%	414
2021 Q3	$57K	Hold	740	–	–	0.01%	428
2021 Q2	$57K	Hold	740	–	–	0.01%	448
2021 Q1	$55K	Hold	740	–	–	0.01%	442
2020 Q4	$52K	Hold	740	–	–	0.01%	351
2020 Q3	$46K	Hold	740	–	–	0.01%	341
2020 Q2	$41K	Hold	740	–	–	0.01%	350
2020 Q1	$33K	Hold	740	–	–	0.01%	378
2019 Q4	$42K	Hold	740	–	–	0.01%	315
2019 Q3	$40K	Sell	740 -200	-21%	-$11K	0.01%	340
2019 Q2	$51K	Sell	940 -200	-18%	-$10.6K	0.01%	305
2019 Q1	$58K	Hold	1,140	–	–	0.02%	267
2018 Q4	$52K	Hold	1,140	–	–	0.02%	257
2018 Q3	$60K	Hold	1,140	–	–	0.02%	268
2018 Q2	$55K	Hold	1,140	–	–	0.02%	285
2018 Q1	$52K	Hold	1,140	–	–	0.02%	245
2017 Q4	$51K	Sell	1,140 -200	-15%	-$8.52K	0.02%	211
2017 Q3	$55K	Sell	1,340 -480	-26%	-$19.7K	0.03%	189
2017 Q2	$75K	Buy	+1,820	New	+$74.9K	0.03%	197

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

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

PCH

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BDO Wealth Advisors's IYC Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2023 at 662 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #442.

BDO Wealth Advisors first reported a position in IYC in Q2 2017 and has held it in 25 quarters since. The position peaked at $75K in Q2 2017. 190 funds tracked by Wall St. Rank hold IYC as of Q2 2023.

BDO Wealth Advisors held 662 shares of iShares US Consumer Discretionary ETF worth $47.1K as of Q2 2023.
BDO Wealth Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2023.
iShares US Consumer Discretionary ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #442 holding.
BDO Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $75K in Q2 2017.
190 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.