Sargent Bickham Lagudis’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sargent Bickham Lagudis’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 Q4	$19.6K	Sell	344 -344	-50%	-$20.6K	﹤0.01%	612
2022 Q3	$40K	Hold	688	–	–	﹤0.01%	454
2022 Q2	$39K	Hold	688	–	–	﹤0.01%	472
2022 Q1	$52K	Hold	688	–	–	﹤0.01%	442
2021 Q4	$58K	Hold	688	–	–	﹤0.01%	428
2021 Q3	$53K	Hold	688	–	–	﹤0.01%	434
2021 Q2	$53K	Hold	688	–	–	﹤0.01%	441
2021 Q1	$51K	Hold	688	–	–	﹤0.01%	431
2020 Q4	$49K	Hold	688	–	–	﹤0.01%	430
2020 Q3	$43K	Hold	688	–	–	﹤0.01%	403
2020 Q2	$38K	Hold	688	–	–	﹤0.01%	393
2020 Q1	$30K	Hold	688	–	–	﹤0.01%	401
2019 Q4	$39K	Hold	688	–	–	﹤0.01%	422
2019 Q3	$37K	Hold	688	–	–	﹤0.01%	387
2019 Q2	$37K	Hold	688	–	–	﹤0.01%	408
2019 Q1	$35K	Hold	688	–	–	﹤0.01%	434
2018 Q4	$31K	Hold	688	–	–	﹤0.01%	427
2018 Q3	$36K	Hold	688	–	–	﹤0.01%	412
2018 Q2	$33K	Hold	688	–	–	﹤0.01%	422
2018 Q1	$31K	Hold	688	–	–	﹤0.01%	433
2017 Q4	$31K	Hold	688	–	–	﹤0.01%	439
2017 Q3	$28K	Hold	688	–	–	﹤0.01%	450
2017 Q2	$28K	Hold	688	–	–	﹤0.01%	439
2017 Q1	$28K	Hold	688	–	–	﹤0.01%	439
2016 Q4	$26K	Hold	688	–	–	﹤0.01%	433
2016 Q3	$25	Hold	688	–	–	﹤0.01%	450
2016 Q2	$25K	Hold	688	–	–	﹤0.01%	431
2016 Q1	$25K	Buy	+688	New	+$23.7K	﹤0.01%	451

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sargent Bickham Lagudis's IYC Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares US Consumer Discretionary ETF (IYC) stake by 50% in Q4 2022, selling an estimated $20.6K and leaving 344 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Sargent Bickham Lagudis first reported a position in IYC in Q1 2016 and has held it in 28 quarters since. The position peaked at $58K in Q4 2021. 178 funds tracked by Wall St. Rank hold IYC as of Q4 2022.

Sargent Bickham Lagudis held 344 shares of iShares US Consumer Discretionary ETF worth $19.6K as of Q4 2022.
Sargent Bickham Lagudis sold 344 iShares US Consumer Discretionary ETF shares in Q4 2022, an estimated $20.6K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #612 holding.
Sargent Bickham Lagudis first reported a position in iShares US Consumer Discretionary ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares US Consumer Discretionary ETF position peaked at $58K in Q4 2021.
178 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.