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Phillips Financial Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Phillips Financial 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
Q4 		– Sell
-200
Closed -$17.6K – 268
2024
Q3 		$17.6K Buy
+200
New +$16.5K ﹤0.01% 248
2022
Q4 		– Sell
-175
Closed -$10K – 231
2022
Q3 		$10K Buy
+175
New +$11.1K ﹤0.01% 206

Other funds holding IYC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Phillips Financial Management's IYC Position: Q4 2024 in Review

Phillips Financial Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2024, closing a stake of 200 shares — an estimated $17.6K sold.

Phillips Financial Management first reported a position in IYC in Q3 2022 and held it in 2 quarters. The position peaked at $17.6K in Q3 2024. 253 funds tracked by Wall St. Rank hold IYC as of Q4 2024.

  • Phillips Financial Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Phillips Financial Management sold 200 iShares US Consumer Discretionary ETF shares in Q4 2024, an estimated $17.6K.
  • Phillips Financial Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2022 and held it in 2 quarters.
  • Phillips Financial Management's iShares US Consumer Discretionary ETF position peaked at $17.6K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2024.

Based on Phillips Financial Management's 13F filing for Q4 2024, filed 10 Feb 2025.