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Creative Financial Designs’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Creative Financial Designs’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
Q2 		– Sell
-554
Closed -$45.4K – 1686
2024
Q1 		$45.4K Buy
554
+1
+0.2% +$78 ﹤0.01% 754
2023
Q4 		$41.9K Buy
553
+2
+0.4% +$139 ﹤0.01% 731
2023
Q3 		$36.9K Hold
551
– – ﹤0.01% 706
2023
Q2 		$39.2K Buy
551
+1
+0.2% +$66 ﹤0.01% 693
2023
Q1 		$35.6K Buy
550
+1
+0.2% +$63 ﹤0.01% 668
2022
Q4 		$31.3K Buy
549
+1
+0.2% +$60 ﹤0.01% 658
2022
Q3 		$32K Buy
548
+1
+0.2% +$64 0.01% 630
2022
Q2 		$31K Buy
547
+1
+0.2% +$65 0.01% 641
2022
Q1 		$41K Hold
546
– – 0.01% 599
2021
Q4 		$46K Hold
546
– – 0.01% 586
2021
Q3 		$42K Buy
546
+1
+0.2% +$79 0.01% 655
2021
Q2 		$42K Sell
545
-499
-48% -$38.3K 0.01% 654
2021
Q1 		$78K Buy
1,044
+1
+0.1% +$73 0.02% 464
2020
Q4 		$74K Buy
1,043
+3
+0.3% +$199 0.02% 434
2020
Q3 		$65K Hold
1,040
– – 0.02% 417
2020
Q2 		$57K Buy
1,040
+4
+0.4% +$207 0.02% 400
2020
Q1 		$46K Sell
1,036
-200
-16% -$10.7K 0.02% 232
2019
Q4 		$71K Buy
1,236
+4
+0.3% +$222 0.03% 220
2019
Q3 		$65K Buy
1,232
+4
+0.3% +$220 0.04% 212
2019
Q2 		$68K Hold
1,228
– – 0.04% 209
2019
Q1 		$63K Buy
1,228
+4
+0.3% +$197 0.04% 204
2018
Q4 		$55K Sell
1,224
-196
-14% -$9.53K 0.04% 183
2018
Q3 		$75K Hold
1,420
– – 0.04% 182
2018
Q2 		$69K Hold
1,420
– – 0.04% 204
2018
Q1 		$65K Buy
1,420
+404
+40% +$19K 0.04% 198
2017
Q4 		$46K Hold
1,016
– – 0.03% 228
2017
Q3 		$42K Buy
1,016
+8
+0.8% +$328 0.02% 255
2017
Q2 		$41K Hold
1,008
– – 0.03% 253
2017
Q1 		$41K Hold
1,008
– – 0.03% 250
2016
Q4 		$38K Buy
+1,008
New +$37.5K 0.03% 252

Other funds holding IYC

Morgan Stanley
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Creative Financial Designs's IYC Position: Q2 2024 in Review

Creative Financial Designs sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2024, closing a stake of 554 shares — an estimated $45.4K sold.

Creative Financial Designs first reported a position in IYC in Q4 2016 and held it in 30 quarters. The position peaked at $78K in Q1 2021. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2024.

  • Creative Financial Designs reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 554 iShares US Consumer Discretionary ETF shares in Q2 2024, an estimated $45.4K.
  • Creative Financial Designs first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and held it in 30 quarters.
  • Creative Financial Designs's iShares US Consumer Discretionary ETF position peaked at $78K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.