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

Sugarloaf 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	$30.4K	Hold	316	–	–	0.01%	354
2024 Q3	$27.8K	Hold	316	–	–	0.01%	369
2024 Q2	$25.7K	Hold	316	–	–	0.01%	362
2024 Q1	$25.9K	Hold	316	–	–	0.01%	371
2023 Q4	$23.9K	Hold	316	–	–	0.01%	372
2023 Q3	$21.2K	Hold	316	–	–	0.01%	378
2023 Q2	$22.5K	Hold	316	–	–	0.01%	374
2023 Q1	$20.4K	Hold	316	–	–	0.01%	388
2022 Q4	$18K	Sell	316 -276	-47%	-$16.5K	﹤0.01%	420
2022 Q3	$35K	Hold	592	–	–	0.01%	346
2022 Q2	$34K	Hold	592	–	–	0.01%	347
2022 Q1	$44K	Hold	592	–	–	0.01%	300
2021 Q4	$50K	Hold	592	–	–	0.01%	294
2021 Q3	$46K	Hold	592	–	–	0.01%	280
2021 Q2	$46K	Buy	592 +281	+90%	+$21.6K	0.01%	281
2021 Q1	$44	Sell	311 -281	-47%	-$20.5K	0.01%	288
2020 Q4	$42K	Hold	592	–	–	0.01%	270
2020 Q3	$37K	Hold	592	–	–	0.01%	268
2020 Q2	$32K	Hold	592	–	–	0.01%	290
2020 Q1	$26K	Hold	592	–	–	0.01%	293
2019 Q4	$34K	Buy	+592	New	+$32.9K	0.01%	293

Other funds holding IYC

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 London, United Kingdom $192B AUM 27.2% 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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sugarloaf Wealth Management's IYC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q4 2024 at 316 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #354.

Sugarloaf Wealth Management first reported a position in IYC in Q4 2019 and has held it in 21 quarters since. The position peaked at $50K in Q4 2021. 253 funds tracked by Wall St. Rank hold IYC as of Q4 2024.

Sugarloaf Wealth Management held 316 shares of iShares US Consumer Discretionary ETF worth $30.4K as of Q4 2024.
Sugarloaf Wealth Management left its iShares US Consumer Discretionary ETF share count unchanged in Q4 2024.
iShares US Consumer Discretionary ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #354 holding.
Sugarloaf Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares US Consumer Discretionary ETF position peaked at $50K in Q4 2021.
253 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.