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Robertson Stephens Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Robertson Stephens Wealth 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
-14,077
Closed -$1.24M – 605
2024
Q3 		$1.24M Hold
14,077
– – 0.04% 256
2024
Q2 		$1.14M Buy
14,077
+916
+7% +$72.8K 0.06% 208
2024
Q1 		$1.08M Buy
+13,161
New +$1.03M 0.06% 220

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

Robertson Stephens Wealth Management's IYC Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2024, closing a stake of 14,077 shares — an estimated $1.24M sold.

Robertson Stephens Wealth Management first reported a position in IYC in Q1 2024 and held it in 3 quarters. The position peaked at $1.24M in Q3 2024. 253 funds tracked by Wall St. Rank hold IYC as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 14,077 iShares US Consumer Discretionary ETF shares in Q4 2024, an estimated $1.24M.
  • Robertson Stephens Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2024 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's iShares US Consumer Discretionary ETF position peaked at $1.24M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.