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Salomon & Ludwin’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-264
Closed -$21.6K – 780
2024
Q1 		$21.6K Hold
264
– – ﹤0.01% 458
2023
Q4 		$17.7K Hold
264
– – ﹤0.01% 429
2023
Q3 		$17.7K Buy
+264
New +$18.6K ﹤0.01% 428

Other funds holding IYC

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
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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Salomon & Ludwin's IYC Position: Q2 2024 in Review

Salomon & Ludwin sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2024, closing a stake of 264 shares — an estimated $21.6K sold.

Salomon & Ludwin first reported a position in IYC in Q3 2023 and held it in 3 quarters. The position peaked at $21.6K in Q1 2024. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2024.

  • Salomon & Ludwin reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 264 iShares US Consumer Discretionary ETF shares in Q2 2024, an estimated $21.6K.
  • Salomon & Ludwin first reported a position in iShares US Consumer Discretionary ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's iShares US Consumer Discretionary ETF position peaked at $21.6K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.