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Epic Trust Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Epic Trust Investment Advisors’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
Q3 		– Sell
-3,376
Closed -$240K – 96
2023
Q2 		$240K Buy
+3,376
New +$222K 0.34% 79

Other funds holding IYC

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

Epic Trust Investment Advisors's IYC Position: Q3 2023 in Review

Epic Trust Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2023, closing a stake of 3,376 shares — an estimated $240K sold.

Epic Trust Investment Advisors first reported a position in IYC in Q2 2023 and held it in 1 quarter. The position peaked at $240K in Q2 2023. 187 funds tracked by Wall St. Rank hold IYC as of Q3 2023.

  • Epic Trust Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 3,376 iShares US Consumer Discretionary ETF shares in Q3 2023, an estimated $240K.
  • Epic Trust Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and held it in 1 quarter.
  • Epic Trust Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $240K in Q2 2023.
  • 187 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.