Lumature Wealth Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Lumature Wealth 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
2023 Q2	$56.9K	Hold	800	–	–	0.03%	216
2023 Q1	$51.8K	Hold	800	–	–	0.03%	216
2022 Q4	$45.6K	Hold	800	–	–	0.03%	222
2022 Q3	$47K	Hold	800	–	–	0.03%	233
2022 Q2	$45K	Hold	800	–	–	0.02%	238
2022 Q1	$60K	Hold	800	–	–	0.02%	243
2021 Q4	$67K	Hold	800	–	–	0.03%	209
2021 Q3	$62K	Hold	800	–	–	0.03%	221
2021 Q2	$62K	Hold	800	–	–	0.03%	219
2021 Q1	$60K	Hold	800	–	–	0.03%	215
2020 Q4	$56K	Buy	+800	New	+$53.1K	0.05%	147

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

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

PCH

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lumature Wealth Partners's IYC Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2023 at 800 shares worth $56.9K. The position accounts for 0.03% of the portfolio, ranked #216.

Lumature Wealth Partners first reported a position in IYC in Q4 2020 and has held it in 11 quarters since. The position peaked at $67K in Q4 2021. 190 funds tracked by Wall St. Rank hold IYC as of Q2 2023.

Lumature Wealth Partners held 800 shares of iShares US Consumer Discretionary ETF worth $56.9K as of Q2 2023.
Lumature Wealth Partners left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2023.
iShares US Consumer Discretionary ETF made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #216 holding.
Lumature Wealth Partners first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares US Consumer Discretionary ETF position peaked at $67K in Q4 2021.
190 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.