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Salem Investment Counselors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-524
Closed -$42.6K – 1211
2024
Q2 		$42.6K Buy
+524
New +$41.7K ﹤0.01% 595

Other funds holding IYC

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Salem Investment Counselors's IYC Position: Q3 2024 in Review

Salem Investment Counselors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2024, closing a stake of 524 shares — an estimated $42.6K sold.

Salem Investment Counselors first reported a position in IYC in Q2 2024 and held it in 1 quarter. The position peaked at $42.6K in Q2 2024. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

  • Salem Investment Counselors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 524 iShares US Consumer Discretionary ETF shares in Q3 2024, an estimated $42.6K.
  • Salem Investment Counselors first reported a position in iShares US Consumer Discretionary ETF in Q2 2024 and held it in 1 quarter.
  • Salem Investment Counselors's iShares US Consumer Discretionary ETF position peaked at $42.6K in Q2 2024.
  • 212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on Salem Investment Counselors's 13F filing for Q3 2024, filed 15 Oct 2024.