Jaffetilchin Investment Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Jaffetilchin Investment Partners’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	-787	Closed	-$69.2K	–	834
2024 Q3	$69.2K	Buy	+787	New	+$65.1K	0.01%	524
2016 Q2	–	Sell	-95,880	Closed	-$3.5M	–	232
2016 Q1	$3.5M	Buy	95,880 +3,032	+3%	+$105K	1.1%	24
2015 Q4	$3.36M	Sell	92,848 -1,176	-1%	-$42.8K	1.09%	20
2015 Q3	$3.23M	Buy	94,024 +1,564	+2%	+$56.4K	1.21%	16
2015 Q2	$3.31M	Buy	92,460 +968	+1%	+$35K	0.99%	21
2015 Q1	$3.3M	Buy	+91,492	New	+$3.22M	1%	19

Other funds holding IYC

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 London, United Kingdom $192B AUM 27.2% 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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jaffetilchin Investment Partners's IYC Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2024, closing a stake of 787 shares — an estimated $69.2K sold.

Jaffetilchin Investment Partners first reported a position in IYC in Q1 2015 and held it in 6 quarters. The position peaked at $3.5M in Q1 2016. 253 funds tracked by Wall St. Rank hold IYC as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 787 iShares US Consumer Discretionary ETF shares in Q4 2024, an estimated $69.2K.
Jaffetilchin Investment Partners first reported a position in iShares US Consumer Discretionary ETF in Q1 2015 and held it in 6 quarters.
Jaffetilchin Investment Partners's iShares US Consumer Discretionary ETF position peaked at $3.5M in Q1 2016.
253 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.