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Raymond James Trust’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Raymond James Trust’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
2022
Q1 		– Sell
-2,741
Closed -$230K – 1185
2021
Q4 		$230K Buy
2,741
+21
+0.8% +$1.74K 0.01% 1028
2021
Q3 		$210K Buy
+2,720
New +$214K 0.01% 1043
2019
Q2 		– Sell
-4,424
Closed -$226K – 926
2019
Q1 		$226K Sell
4,424
-40
-0.9% -$1.97K 0.01% 722
2018
Q4 		$202K Sell
4,464
-1,040
-19% -$50.6K 0.01% 739
2018
Q3 		$292K Sell
5,504
-2,960
-35% -$151K 0.02% 643
2018
Q2 		$410K Buy
8,464
+560
+7% +$26.4K 0.03% 474
2018
Q1 		$361K Hold
7,904
– – 0.02% 463
2017
Q4 		$354K Sell
7,904
-192
-2% -$8.17K 0.02% 491
2017
Q3 		$332K Sell
8,096
-400
-5% -$16.4K 0.02% 500
2017
Q2 		$349K Hold
8,496
– – 0.03% 475
2017
Q1 		$342K Sell
8,496
-1,540
-15% -$60.6K 0.03% 467
2016
Q4 		$378K Buy
10,036
+780
+8% +$29K 0.03% 436
2016
Q3 		$340K Hold
9,256
– – 0.03% 432
2016
Q2 		$332K Buy
9,256
+1,060
+13% +$38.2K 0.03% 436
2016
Q1 		$299K Buy
+8,196
New +$283K 0.03% 453

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Raymond James Trust's IYC Position: Q1 2022 in Review

Raymond James Trust sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 2,741 shares — an estimated $230K sold.

Raymond James Trust first reported a position in IYC in Q1 2016 and held it in 15 quarters. The position peaked at $410K in Q2 2018. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

  • Raymond James Trust reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
  • Raymond James Trust sold 2,741 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $230K.
  • Raymond James Trust first reported a position in iShares US Consumer Discretionary ETF in Q1 2016 and held it in 15 quarters.
  • Raymond James Trust's iShares US Consumer Discretionary ETF position peaked at $410K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on Raymond James Trust's 13F filing for Q1 2022, filed 12 May 2022.