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Sharp Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sharp Financial Services’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
-49,743
Closed -$4.08M – 100
2024
Q1 		$4.08M Buy
49,743
+5,954
+14% +$464K 3.79% 9
2023
Q4 		$3.32M Buy
+43,789
New +$3.05M 3.6% 9

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

Sharp Financial Services's IYC Position: Q2 2024 in Review

Sharp Financial Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2024, closing a stake of 49,743 shares — an estimated $4.08M sold.

Sharp Financial Services first reported a position in IYC in Q4 2023 and held it in 2 quarters. The position peaked at $4.08M in Q1 2024. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2024.

  • Sharp Financial Services reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2024 after selling out during the quarter.
  • Sharp Financial Services sold 49,743 iShares US Consumer Discretionary ETF shares in Q2 2024, an estimated $4.08M.
  • Sharp Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and held it in 2 quarters.
  • Sharp Financial Services's iShares US Consumer Discretionary ETF position peaked at $4.08M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2024.

Based on Sharp Financial Services's 13F filing for Q2 2024, filed 15 Jul 2024.