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Mather Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Mather Group’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
Q3 		– Sell
-208
Closed -$17.1K – 1956
2024
Q2 		$17.1K Buy
+208
New +$16.5K ﹤0.01% 1295

Other funds holding IYC

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mather Group's IYC Position: Q3 2024 in Review

Mather Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2024, closing a stake of 208 shares — an estimated $17.1K sold.

Mather Group first reported a position in IYC in Q2 2024 and held it in 1 quarter. The position peaked at $17.1K in Q2 2024. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

  • Mather Group reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 208 iShares US Consumer Discretionary ETF shares in Q3 2024, an estimated $17.1K.
  • Mather Group first reported a position in iShares US Consumer Discretionary ETF in Q2 2024 and held it in 1 quarter.
  • Mather Group's iShares US Consumer Discretionary ETF position peaked at $17.1K in Q2 2024.
  • 212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.