EverSource Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

EverSource Wealth 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
2024 Q3	–	Sell	-263	Closed	-$21.6K	–	3081
2024 Q2	$21.6K	Buy	+263	New	+$20.9K	﹤0.01%	1469
2023 Q3	–	Sell	-640	Closed	-$45.5K	–	2584
2023 Q2	$45.5K	Hold	640	–	–	0.01%	874
2023 Q1	$41.4K	Hold	640	–	–	0.01%	853
2022 Q4	$36.5K	Buy	+640	New	+$38.3K	0.01%	875

Other funds holding IYC

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EverSource Wealth Advisors's IYC Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2024, closing a stake of 263 shares — an estimated $21.6K sold.

EverSource Wealth Advisors first reported a position in IYC in Q4 2022 and held it in 4 quarters. The position peaked at $45.5K in Q2 2023. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

EverSource Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 263 iShares US Consumer Discretionary ETF shares in Q3 2024, an estimated $21.6K.
EverSource Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and held it in 4 quarters.
EverSource Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $45.5K in Q2 2023.
212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.