HFW
IYC icon

Horizon Family Wealth’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Horizon Family Wealth’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 		– Sell
-6,527
Closed -$574K – 85
2024
Q3 		$574K Sell
6,527
-29
-0.4% -$2.4K 0.41% 36
2024
Q2 		$533K Hold
6,556
– – 0.41% 37
2024
Q1 		$537K Buy
6,556
+1,328
+25% +$104K 0.41% 37
2023
Q4 		$396K Sell
5,228
-51
-1% -$3.56K 0.33% 39
2023
Q3 		$353K Buy
5,279
+69
+1% +$4.87K 0.34% 40
2023
Q2 		$371K Buy
+5,210
New +$342K 0.35% 38

Other funds holding IYC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Horizon Family Wealth's IYC Position: Q4 2024 in Review

Horizon Family Wealth sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2024, closing a stake of 6,527 shares — an estimated $574K sold.

Horizon Family Wealth first reported a position in IYC in Q2 2023 and held it in 6 quarters. The position peaked at $574K in Q3 2024. 253 funds tracked by Wall St. Rank hold IYC as of Q4 2024.

  • Horizon Family Wealth reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Horizon Family Wealth sold 6,527 iShares US Consumer Discretionary ETF shares in Q4 2024, an estimated $574K.
  • Horizon Family Wealth first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and held it in 6 quarters.
  • Horizon Family Wealth's iShares US Consumer Discretionary ETF position peaked at $574K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2024.

Based on Horizon Family Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.