Eagle Capital Management (New York)
IYC icon

Eagle Capital Management (New York)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Eagle Capital Management (New York)’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
Q1 		– Sell
-9,444
Closed -$538K – 47
2022
Q4 		$538K Buy
+9,444
New +$565K ﹤0.01% 45

Other funds holding IYC

Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Eagle Capital Management (New York)'s IYC Position: Q1 2023 in Review

Eagle Capital Management (New York) sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2023, closing a stake of 9,444 shares — an estimated $538K sold.

Eagle Capital Management (New York) first reported a position in IYC in Q4 2022 and held it in 1 quarter. The position peaked at $538K in Q4 2022. 182 funds tracked by Wall St. Rank hold IYC as of Q1 2023.

  • Eagle Capital Management (New York) reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
  • Eagle Capital Management (New York) sold 9,444 iShares US Consumer Discretionary ETF shares in Q1 2023, an estimated $538K.
  • Eagle Capital Management (New York) first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and held it in 1 quarter.
  • Eagle Capital Management (New York)'s iShares US Consumer Discretionary ETF position peaked at $538K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2023.

Based on Eagle Capital Management (New York)'s 13F filing for Q1 2023, filed 15 May 2023.