Bray Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Bray Capital 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
2024 Q4	$48.1K	Hold	500	–	–	0.01%	177
2024 Q3	$44K	Hold	500	–	–	0.01%	185
2024 Q2	$40.6K	Buy	500 +200	+67%	+$15.9K	0.01%	181
2024 Q1	$24.6K	Hold	300	–	–	0.01%	211
2023 Q4	$22.7K	Hold	300	–	–	0.01%	210
2023 Q3	$20.1K	Hold	300	–	–	0.01%	215
2023 Q2	$21.4K	Hold	300	–	–	0.01%	210
2023 Q1	$19.4K	Hold	300	–	–	0.01%	224
2022 Q4	$17.1K	Buy	+300	New	+$17.9K	0.01%	222

Other funds holding IYC

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bray Capital Advisors's IYC Position: Q4 2024 in Review

Bray Capital Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q4 2024 at 500 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #177.

Bray Capital Advisors first reported a position in IYC in Q4 2022 and has held it in 9 quarters since. 253 funds tracked by Wall St. Rank hold IYC as of Q4 2024.

Bray Capital Advisors held 500 shares of iShares US Consumer Discretionary ETF worth $48.1K as of Q4 2024.
Bray Capital Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q4 2024.
iShares US Consumer Discretionary ETF made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #177 holding.
Bray Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and has held it in 9 quarters since.
253 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.