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HeadInvest LLC’s iShares US Consumer Discretionary ETF IYC Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-208
Closed -$13.9K – 462
2023
Q3 		$13.9K Buy
+208
New +$14.7K ﹤0.01% 523

Other funds holding IYC

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

HeadInvest LLC's IYC Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2023, closing a stake of 208 shares — an estimated $13.9K sold.

HeadInvest LLC first reported a position in IYC in Q3 2023 and held it in 1 quarter. The position peaked at $13.9K in Q3 2023. 215 funds tracked by Wall St. Rank hold IYC as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 208 iShares US Consumer Discretionary ETF shares in Q4 2023, an estimated $13.9K.
  • HeadInvest LLC first reported a position in iShares US Consumer Discretionary ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares US Consumer Discretionary ETF position peaked at $13.9K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.