Synergy Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-5	Closed	-$440	–	470
2024 Q4	$440	Buy	+5	New	+$467	﹤0.01%	790
2023 Q3	–	Sell	-50,865	Closed	-$3.62M	–	143
2023 Q2	$3.62M	Buy	+50,865	New	+$3.34M	0.9%	39

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PCH

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Synergy Asset Management's IYC Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2025, closing a stake of 5 shares — an estimated $440 sold.

Synergy Asset Management first reported a position in IYC in Q2 2023 and held it in 2 quarters. The position peaked at $3.62M in Q2 2023. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

Synergy Asset Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 5 iShares US Consumer Discretionary ETF shares in Q1 2025, an estimated $440.
Synergy Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and held it in 2 quarters.
Synergy Asset Management's iShares US Consumer Discretionary ETF position peaked at $3.62M in Q2 2023.
238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.