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

EPG Wealth Management’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	-368	Closed	-$29.3K	–	347
2024 Q1	$30.2K	Hold	368	–	–	0.01%	343
2023 Q4	$28.4K	Hold	368	–	–	0.01%	330
2023 Q3	$24.6K	Hold	368	–	–	0.01%	330
2023 Q2	$26.2K	Hold	368	–	–	0.01%	322
2023 Q1	$23.8K	Hold	368	–	–	0.01%	330
2022 Q4	$21K	Hold	368	–	–	0.01%	307
2022 Q3	$21K	Buy	+368	New	+$23.4K	0.01%	306
2022 Q2	–	Sell	-368	Closed	-$28K	–	314
2022 Q1	$28K	Sell	368 -364	-50%	-$27.4K	0.01%	319
2021 Q4	$61K	Hold	732	–	–	0.02%	281
2021 Q3	$57K	Buy	+732	New	+$57.6K	0.02%	267
2020 Q2	–	Sell	-824	Closed	-$36K	–	466
2020 Q1	$36K	Buy	824 +92	+13%	+$4.92K	0.03%	325
2019 Q4	$42K	Buy	+732	New	+$40.6K	0.03%	255

Other funds holding IYC

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

EPG Wealth Management's IYC Position: Q2 2024 in Review

EPG Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2024, closing a stake of 368 shares — an estimated $29.3K sold.

EPG Wealth Management first reported a position in IYC in Q4 2019 and held it in 12 quarters. The position peaked at $61K in Q4 2021. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2024.

EPG Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 368 iShares US Consumer Discretionary ETF shares in Q2 2024, an estimated $29.3K.
EPG Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 12 quarters.
EPG Wealth Management's iShares US Consumer Discretionary ETF position peaked at $61K in Q4 2021.
210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.