Lindbrook Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Lindbrook Capital’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
2023 Q4	–	Sell	-160	Closed	-$10.7K	–	2751
2023 Q3	$10.7K	Hold	160	–	–	﹤0.01%	1378
2023 Q2	$11.4K	Hold	160	–	–	﹤0.01%	1384
2023 Q1	$10.3K	Hold	160	–	–	﹤0.01%	1434
2022 Q4	$9.11K	Hold	160	–	–	﹤0.01%	1483
2022 Q3	$9K	Hold	160	–	–	﹤0.01%	1374
2022 Q2	$9K	Hold	160	–	–	﹤0.01%	1306
2022 Q1	$12K	Hold	160	–	–	﹤0.01%	1215
2021 Q4	$13K	Buy	+160	New	+$13.3K	﹤0.01%	1170

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lindbrook Capital's IYC Position: Q4 2023 in Review

Lindbrook Capital sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2023, closing a stake of 160 shares — an estimated $10.7K sold.

Lindbrook Capital first reported a position in IYC in Q4 2021 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 215 funds tracked by Wall St. Rank hold IYC as of Q4 2023.

Lindbrook Capital reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
Lindbrook Capital sold 160 iShares US Consumer Discretionary ETF shares in Q4 2023, an estimated $10.7K.
Lindbrook Capital first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and held it in 8 quarters.
Lindbrook Capital's iShares US Consumer Discretionary ETF position peaked at $13K in Q4 2021.
215 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.