Prosperity Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Prosperity Capital Advisors’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 Q1	–	Sell	-3,038	Closed	-$230K	–	330
2023 Q4	$230K	Sell	3,038 -1,265	-29%	-$88.2K	0.03%	238
2023 Q3	$288K	Sell	4,303 -1,178	-21%	-$83.2K	0.04%	188
2023 Q2	$390K	Buy	5,481 +23	+0.4%	+$1.51K	0.05%	163
2023 Q1	$353K	Sell	5,458 -225	-4%	-$14.1K	0.05%	152
2022 Q4	$324K	Buy	+5,683	New	+$340K	0.1%	137

Other funds holding IYC

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prosperity Capital Advisors's IYC Position: Q1 2024 in Review

Prosperity Capital Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2024, closing a stake of 3,038 shares — an estimated $230K sold.

Prosperity Capital Advisors first reported a position in IYC in Q4 2022 and held it in 5 quarters. The position peaked at $390K in Q2 2023. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

Prosperity Capital Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Prosperity Capital Advisors sold 3,038 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $230K.
Prosperity Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and held it in 5 quarters.
Prosperity Capital Advisors's iShares US Consumer Discretionary ETF position peaked at $390K in Q2 2023.
221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

Based on Prosperity Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.