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Laurel Wealth Advisors (California)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		– Sell
-3,620
Closed -$211K – 657
2022
Q3 		$211K Hold
3,620
– – 0.02% 599
2022
Q2 		$205K Sell
3,620
-1,338
-27% -$86.4K 0.02% 634
2022
Q1 		$372K Sell
4,958
-1,960
-28% -$147K 0.03% 517
2021
Q4 		$581K Hold
6,918
– – 0.04% 399
2021
Q3 		$535K Buy
6,918
+820
+13% +$64.5K 0.1% 222
2021
Q2 		$473K Sell
6,098
-24
-0.4% -$1.84K 0.06% 287
2021
Q1 		$458K Buy
6,122
+139
+2% +$10.1K 0.07% 272
2020
Q4 		$422K Buy
5,983
+1,223
+26% +$81.2K 0.06% 278
2020
Q3 		$298K Sell
4,760
-800
-14% -$48.3K 0.05% 302
2020
Q2 		$304K Hold
5,560
– – 0.06% 284
2020
Q1 		$246K Hold
5,560
– – 0.06% 316
2019
Q4 		$317K Hold
5,560
– – 0.05% 333
2019
Q3 		$302K Hold
5,560
– – 0.05% 340
2019
Q2 		$303K Sell
5,560
-928
-14% -$49.3K 0.07% 298
2019
Q1 		$331K Sell
6,488
-980
-13% -$48.2K 0.08% 271
2018
Q4 		$337K Sell
7,468
-280
-4% -$13.6K 0.1% 228
2018
Q3 		$410K Hold
7,748
– – 0.1% 222
2018
Q2 		$375K Hold
7,748
– – 0.1% 219
2018
Q1 		$353K Buy
7,748
+1,108
+17% +$52.1K 0.11% 212
2017
Q4 		$297K Hold
6,640
– – 0.09% 256
2017
Q3 		$272K Buy
+6,640
New +$273K 0.09% 240

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IYC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2022, closing a stake of 3,620 shares — an estimated $211K sold.

Laurel Wealth Advisors (California) first reported a position in IYC in Q3 2017 and held it in 21 quarters. The position peaked at $581K in Q4 2021. 178 funds tracked by Wall St. Rank hold IYC as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,620 iShares US Consumer Discretionary ETF shares in Q4 2022, an estimated $211K.
  • Laurel Wealth Advisors (California) first reported a position in iShares US Consumer Discretionary ETF in Q3 2017 and held it in 21 quarters.
  • Laurel Wealth Advisors (California)'s iShares US Consumer Discretionary ETF position peaked at $581K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.