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

Connectus Wealth’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
Q1 		– Sell
-59,506
Closed -$4.51M – 435
2023
Q4 		$4.51M Buy
+59,506
New +$4.15M 0.09% 177

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Connectus Wealth's IYC Position: Q1 2024 in Review

Connectus Wealth sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2024, closing a stake of 59,506 shares — an estimated $4.51M sold.

Connectus Wealth first reported a position in IYC in Q4 2023 and held it in 1 quarter. The position peaked at $4.51M in Q4 2023. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

  • Connectus Wealth reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 59,506 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $4.51M.
  • Connectus Wealth first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and held it in 1 quarter.
  • Connectus Wealth's iShares US Consumer Discretionary ETF position peaked at $4.51M in Q4 2023.
  • 221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.