CIA
IYC icon

Cape Investment Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cape Investment Advisory’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
-476
Closed -$31.9K – 1180
2023
Q3 		$31.9K Hold
476
– – 0.02% 369
2023
Q2 		$33.9K Hold
476
– – 0.02% 352
2023
Q1 		$30.8K Buy
+476
New +$29.8K 0.02% 350

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Cape Investment Advisory's IYC Position: Q4 2023 in Review

Cape Investment Advisory sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2023, closing a stake of 476 shares — an estimated $31.9K sold.

Cape Investment Advisory first reported a position in IYC in Q1 2023 and held it in 3 quarters. The position peaked at $33.9K in Q2 2023. 215 funds tracked by Wall St. Rank hold IYC as of Q4 2023.

  • Cape Investment Advisory reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 476 iShares US Consumer Discretionary ETF shares in Q4 2023, an estimated $31.9K.
  • Cape Investment Advisory first reported a position in iShares US Consumer Discretionary ETF in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's iShares US Consumer Discretionary ETF position peaked at $33.9K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.