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

Pacifica 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
2024
Q2 		– Sell
-327
Closed -$26.5K – 552
2024
Q1 		$26.5K Buy
+327
New +$25.5K 0.01% 273

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Pacifica Partners's IYC Position: Q2 2024 in Review

Pacifica Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2024, closing a stake of 327 shares — an estimated $26.5K sold.

Pacifica Partners first reported a position in IYC in Q1 2024 and held it in 1 quarter. The position peaked at $26.5K in Q1 2024. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2024.

  • Pacifica Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
  • Pacifica Partners sold 327 iShares US Consumer Discretionary ETF shares in Q2 2024, an estimated $26.5K.
  • Pacifica Partners first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and held it in 1 quarter.
  • Pacifica Partners's iShares US Consumer Discretionary ETF position peaked at $26.5K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2024.

Based on Pacifica Partners's 13F filing for Q2 2024, filed 11 Jul 2024.