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Belpointe Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Belpointe Asset 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
Q3 		– Hold
0
– – – 921
2023
Q2 		– Sell
-1,698
Closed -$110K – 1980
2023
Q1 		$110K Sell
1,698
-310
-15% -$19.4K 0.01% 1250
2022
Q4 		$114K Buy
+2,008
New +$120K 0.01% 1167

Other funds holding IYC

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
CAPTRUST Financial Advisors
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

Belpointe Asset Management's IYC Position: Q3 2024 in Review

Belpointe Asset Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q3 2024 at 0 shares worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Belpointe Asset Management first reported a position in IYC in Q4 2022 and has held it in 2 quarters since. The position peaked at $114K in Q4 2022. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

  • Belpointe Asset Management held 0 shares of iShares US Consumer Discretionary ETF worth $43 as of Q3 2024.
  • Belpointe Asset Management left its iShares US Consumer Discretionary ETF share count unchanged in Q3 2024.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of Belpointe Asset Management's portfolio in Q3 2024, its #921 holding.
  • Belpointe Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and has held it in 2 quarters since.
  • Belpointe Asset Management's iShares US Consumer Discretionary ETF position peaked at $114K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.