Meitav Investment House’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-4,700	Closed	-$356K	–	293
2023 Q4	$356K	Sell	4,700 -450	-9%	-$31.4K	0.01%	274
2023 Q3	$346K	Sell	5,150 -1,300	-20%	-$91.8K	0.01%	274
2023 Q2	$452K	Hold	6,450	–	–	0.01%	281
2023 Q1	$418K	Hold	6,450	–	–	0.01%	296
2022 Q4	$369K	Hold	6,450	–	–	0.01%	307
2022 Q3	$382K	Hold	6,450	–	–	0.01%	303
2022 Q2	$366K	Hold	6,450	–	–	0.01%	292
2022 Q1	$484K	Hold	6,450	–	–	0.01%	315
2021 Q4	$542K	Buy	+6,450	New	+$534K	0.01%	305

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

RJFSA

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

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

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

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

Meitav Investment House's IYC Position: Q1 2024 in Review

Meitav Investment House sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2024, closing a stake of 4,700 shares — an estimated $356K sold.

Meitav Investment House first reported a position in IYC in Q4 2021 and held it in 9 quarters. The position peaked at $542K in Q4 2021. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

Meitav Investment House reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 4,700 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $356K.
Meitav Investment House first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and held it in 9 quarters.
Meitav Investment House's iShares US Consumer Discretionary ETF position peaked at $542K in Q4 2021.
221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.