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

Laidlaw Wealth 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
2025
Q1 		– Sell
-7,464
Closed -$718K – 105
2024
Q4 		$718K Sell
7,464
-60
-0.8% -$5.6K 0.31% 79
2024
Q3 		$662K Buy
7,524
+183
+2% +$15.1K 0.33% 84
2024
Q2 		$597K Buy
7,341
+168
+2% +$13.4K 0.33% 84
2024
Q1 		$588K Hold
7,173
– – 0.33% 93
2023
Q4 		$543K Buy
7,173
+222
+3% +$15.5K 0.2% 120
2023
Q3 		$465K Sell
6,951
-378
-5% -$26.7K 0.15% 157
2023
Q2 		$522K Sell
7,329
-835
-10% -$54.8K 0.1% 195
2023
Q1 		$528K Sell
8,164
-2,128
-21% -$133K 0.11% 197
2022
Q4 		$586K Buy
10,292
+4,278
+71% +$256K 0.13% 176
2022
Q3 		$350K Sell
6,014
-50
-0.8% -$3.18K 0.08% 216
2022
Q2 		$344K Sell
6,064
-2,202
-27% -$142K 0.07% 245
2022
Q1 		$620K Sell
8,266
-9,494
-53% -$714K 0.1% 191
2021
Q4 		$1.49M Buy
+17,760
New +$1.47M 0.24% 113
2021
Q1 		– Sell
-8,040
Closed -$567K – 291
2020
Q4 		$567K Buy
8,040
+212
+3% +$14.1K 0.12% 175
2020
Q3 		$489K Buy
7,828
+4,112
+111% +$248K 0.22% 109
2020
Q2 		$203K Buy
+3,716
New +$192K 0.11% 168

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Laidlaw Wealth Management's IYC Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 7,464 shares — an estimated $718K sold.

Laidlaw Wealth Management first reported a position in IYC in Q2 2020 and held it in 16 quarters. The position peaked at $1.49M in Q4 2021. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 7,464 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $718K.
  • Laidlaw Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2020 and held it in 16 quarters.
  • Laidlaw Wealth Management's iShares US Consumer Discretionary ETF position peaked at $1.49M in Q4 2021.
  • 238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.