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

GeoWealth 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
Q4 		– Hold
0
– – – 1787
2024
Q3 		– Hold
0
– – – 1692
2021
Q1 		– Sell
-13,865
Closed -$979K – 222
2020
Q4 		$979K Buy
13,865
+6,305
+83% +$419K 0.16% 109
2020
Q3 		$474K Buy
+7,560
New +$457K 0.14% 99

Other funds holding IYC

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GeoWealth Management's IYC Position: Q4 2024 in Review

GeoWealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q4 2024 at 0 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

GeoWealth Management first reported a position in IYC in Q3 2020 and has held it in 2 quarters since. The position peaked at $979K in Q4 2020. 255 funds tracked by Wall St. Rank hold IYC as of Q4 2024.

  • GeoWealth Management held 0 shares of iShares US Consumer Discretionary ETF worth $12 as of Q4 2024.
  • GeoWealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q4 2024.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q4 2024, its #1787 holding.
  • GeoWealth Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and has held it in 2 quarters since.
  • GeoWealth Management's iShares US Consumer Discretionary ETF position peaked at $979K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.