First Heartland Consultants’s iShares US Consumer Discretionary ETF IYC Stock Holding History

First Heartland Consultants’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	-14,733	Closed	-$1.12M	–	431
2023 Q4	$1.12M	Sell	14,733 -10,366	-41%	-$723K	0.13%	132
2023 Q3	$1.68M	Buy	+25,099	New	+$1.77M	0.21%	108
2020 Q1	–	Sell	-13,604	Closed	-$776K	–	277
2019 Q4	$776K	Buy	13,604 +6,476	+91%	+$359K	0.15%	135
2019 Q3	$387K	Buy	+7,128	New	+$391K	0.08%	190
2018 Q4	–	Sell	-4,556	Closed	-$241K	–	253
2018 Q3	$241K	Buy	+4,556	New	+$232K	0.08%	220
2018 Q2	–	Sell	-5,620	Closed	-$256K	–	251
2018 Q1	$256K	Hold	5,620	–	–	0.08%	230
2017 Q4	$252K	Buy	+5,620	New	+$239K	0.08%	234
2017 Q3	–	Sell	-6,688	Closed	-$274K	–	343
2017 Q2	$274K	Buy	+6,688	New	+$275K	0.07%	280

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 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

PCH

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Heartland Consultants's IYC Position: Q1 2024 in Review

First Heartland Consultants sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2024, closing a stake of 14,733 shares — an estimated $1.12M sold.

First Heartland Consultants first reported a position in IYC in Q2 2017 and held it in 8 quarters. The position peaked at $1.68M in Q3 2023. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

First Heartland Consultants reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
First Heartland Consultants sold 14,733 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $1.12M.
First Heartland Consultants first reported a position in iShares US Consumer Discretionary ETF in Q2 2017 and held it in 8 quarters.
First Heartland Consultants's iShares US Consumer Discretionary ETF position peaked at $1.68M in Q3 2023.
221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

Based on First Heartland Consultants's 13F filing for Q1 2024, filed 7 May 2024.