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

New Legacy 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
2023 Q3	$281K	Hold	4,200	–	–	0.77%	24
2023 Q2	$299K	Hold	4,200	–	–	0.76%	24
2023 Q1	$272K	Hold	4,200	–	–	0.77%	24
2022 Q4	$239K	Hold	4,200	–	–	0.74%	26
2022 Q3	$244K	Hold	4,200	–	–	0.63%	26
2022 Q2	$238K	Hold	4,200	–	–	0.48%	26
2022 Q1	$315K	Hold	4,200	–	–	0.12%	25
2021 Q4	$353K	Buy	+4,200	New	+$348K	0.07%	27

Other funds holding IYC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

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

New Legacy Group's IYC Position: Q3 2023 in Review

New Legacy Group held its iShares US Consumer Discretionary ETF (IYC) position steady in Q3 2023 at 4,200 shares worth $281K. The position accounts for 0.77% of the portfolio, ranked #24.

New Legacy Group first reported a position in IYC in Q4 2021 and has held it in 8 quarters since. The position peaked at $353K in Q4 2021. 187 funds tracked by Wall St. Rank hold IYC as of Q3 2023.

New Legacy Group held 4,200 shares of iShares US Consumer Discretionary ETF worth $281K as of Q3 2023.
New Legacy Group left its iShares US Consumer Discretionary ETF share count unchanged in Q3 2023.
iShares US Consumer Discretionary ETF made up 0.77% of New Legacy Group's portfolio in Q3 2023, its #24 holding.
New Legacy Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's iShares US Consumer Discretionary ETF position peaked at $353K in Q4 2021.
187 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.