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

CWA Asset Management Group’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
-17,696
Closed -$1.34M – 546
2023
Q4 		$1.34M Buy
+17,696
New +$1.23M 0.09% 141

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

CWA Asset Management Group's IYC Position: Q1 2024 in Review

CWA Asset Management Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2024, closing a stake of 17,696 shares — an estimated $1.34M sold.

CWA Asset Management Group first reported a position in IYC in Q4 2023 and held it in 1 quarter. The position peaked at $1.34M in Q4 2023. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

  • CWA Asset Management Group reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
  • CWA Asset Management Group sold 17,696 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $1.34M.
  • CWA Asset Management Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and held it in 1 quarter.
  • CWA Asset Management Group's iShares US Consumer Discretionary ETF position peaked at $1.34M in Q4 2023.
  • 221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

Based on CWA Asset Management Group's 13F filing for Q1 2024, filed 13 May 2024.