Meridian Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Meridian Wealth Management’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 Q2	–	Sell	-6,592	Closed	-$540K	–	429
2024 Q1	$540K	Buy	6,592 +1	+0%	+$78	0.09%	131
2023 Q4	$499K	Sell	6,591 -6,587	-50%	-$459K	0.03%	383
2023 Q3	$882K	Buy	13,178 +6,589	+100%	+$465K	0.05%	259
2023 Q2	$469K	Hold	6,589	–	–	0.04%	340
2023 Q1	$426K	Buy	6,589 +1	+0%	+$63	0.04%	348
2022 Q4	$375K	Buy	6,588 +2	+0%	+$120	0.04%	363
2022 Q3	$383K	Buy	6,586 +474	+8%	+$30.2K	0.04%	319
2022 Q2	$347K	Buy	+6,112	New	+$395K	0.03%	419

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

RJFSA

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Meridian Wealth Management's IYC Position: Q2 2024 in Review

Meridian Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2024, closing a stake of 6,592 shares — an estimated $540K sold.

Meridian Wealth Management first reported a position in IYC in Q2 2022 and held it in 8 quarters. The position peaked at $882K in Q3 2023. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2024.

Meridian Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
Meridian Wealth Management sold 6,592 iShares US Consumer Discretionary ETF shares in Q2 2024, an estimated $540K.
Meridian Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2022 and held it in 8 quarters.
Meridian Wealth Management's iShares US Consumer Discretionary ETF position peaked at $882K in Q3 2023.
210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2024.

Based on Meridian Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.