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Picton Mahoney Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Picton Mahoney Asset 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
-2,200
Closed -$193K – 888
2024
Q3 		$193K Buy
+2,200
New +$182K 0.01% 327

Other funds holding IYC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Picton Mahoney Asset Management's IYC Position: Q4 2024 in Review

Picton Mahoney Asset Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2024, closing a stake of 2,200 shares — an estimated $193K sold.

Picton Mahoney Asset Management first reported a position in IYC in Q3 2024 and held it in 1 quarter. The position peaked at $193K in Q3 2024. 253 funds tracked by Wall St. Rank hold IYC as of Q4 2024.

  • Picton Mahoney Asset Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 2,200 iShares US Consumer Discretionary ETF shares in Q4 2024, an estimated $193K.
  • Picton Mahoney Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2024 and held it in 1 quarter.
  • Picton Mahoney Asset Management's iShares US Consumer Discretionary ETF position peaked at $193K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.