HM Payson & Co’s iShares US Consumer Discretionary ETF IYC Stock Holding History

HM Payson & Co’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	-52	Closed	-$4.23K	–	1145
2024 Q2	$4.23K	Buy	+52	New	+$4.13K	﹤0.01%	900
2020 Q1	–	Sell	-532	Closed	-$30K	–	939
2019 Q4	$30K	Hold	532	–	–	﹤0.01%	664
2019 Q3	$29K	Hold	532	–	–	﹤0.01%	670
2019 Q2	$29K	Buy	+532	New	+$28.3K	﹤0.01%	680

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

HM Payson & Co's IYC Position: Q3 2024 in Review

HM Payson & Co sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2024, closing a stake of 52 shares — an estimated $4.23K sold.

HM Payson & Co first reported a position in IYC in Q2 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

HM Payson & Co reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
HM Payson & Co sold 52 iShares US Consumer Discretionary ETF shares in Q3 2024, an estimated $4.23K.
HM Payson & Co first reported a position in iShares US Consumer Discretionary ETF in Q2 2019 and held it in 4 quarters.
HM Payson & Co's iShares US Consumer Discretionary ETF position peaked at $30K in Q4 2019.
212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.