Resurgent Financial Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Resurgent Financial 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	-605	Closed	-$45.8K	–	347
2023 Q4	$45.8K	Hold	605	–	–	0.03%	348
2023 Q3	$40.5K	Hold	605	–	–	0.03%	359
2023 Q2	$43.1K	Hold	605	–	–	0.03%	353
2023 Q1	$39.1K	Hold	605	–	–	0.03%	374
2022 Q4	$34.5K	Buy	+605	New	+$36.2K	0.02%	508

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

Resurgent Financial Advisors's IYC Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2024, closing a stake of 605 shares — an estimated $45.8K sold.

Resurgent Financial Advisors first reported a position in IYC in Q4 2022 and held it in 5 quarters. The position peaked at $45.8K in Q4 2023. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

Resurgent Financial Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 605 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $45.8K.
Resurgent Financial Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's iShares US Consumer Discretionary ETF position peaked at $45.8K in Q4 2023.
221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.