Teamwork Financial Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Teamwork Financial Advisors’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
2023 Q4	–	Sell	-23,934	Closed	-$1.6M	–	209
2023 Q3	$1.6M	Buy	+23,934	New	+$1.69M	0.26%	62
2022 Q1	–	Sell	-19,912	Closed	-$1.67M	–	293
2021 Q4	$1.67M	Buy	19,912 +246	+1%	+$20.4K	0.31%	67
2021 Q3	$1.52M	Buy	19,666 +894	+5%	+$70.3K	0.3%	63
2021 Q2	$1.46M	Buy	18,772 +3,188	+20%	+$245K	0.3%	63
2021 Q1	$1.17M	Sell	15,584 -3,496	-18%	-$254K	0.27%	74
2020 Q4	$1.34M	Buy	19,080 +1,264	+7%	+$83.9K	0.32%	60
2020 Q3	$1.11M	Sell	17,816 -320	-2%	-$19.3K	0.35%	63
2020 Q2	$993K	Buy	+18,136	New	+$938K	0.36%	73

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

PCH

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJFSA

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

Teamwork Financial Advisors's IYC Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2023, closing a stake of 23,934 shares — an estimated $1.6M sold.

Teamwork Financial Advisors first reported a position in IYC in Q2 2020 and held it in 8 quarters. The position peaked at $1.67M in Q4 2021. 215 funds tracked by Wall St. Rank hold IYC as of Q4 2023.

Teamwork Financial Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 23,934 iShares US Consumer Discretionary ETF shares in Q4 2023, an estimated $1.6M.
Teamwork Financial Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2020 and held it in 8 quarters.
Teamwork Financial Advisors's iShares US Consumer Discretionary ETF position peaked at $1.67M in Q4 2021.
215 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.