Touchstone Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Touchstone Capital’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 Q3	$204K	Buy	+2,321	New	+$192K	0.31%	25

Other funds holding IYC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

RJFSA

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

Touchstone Capital's IYC Position: Q3 2024 in Review

Touchstone Capital opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q3 2024: 2,321 shares worth $204K. The stake represents 0.31% of the portfolio and ranks #25 among its holdings.

212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

Touchstone Capital held 2,321 shares of iShares US Consumer Discretionary ETF worth $204K as of Q3 2024.
iShares US Consumer Discretionary ETF was a new Touchstone Capital position in Q3 2024.
iShares US Consumer Discretionary ETF made up 0.31% of Touchstone Capital's portfolio in Q3 2024, its #25 holding.
212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on Touchstone Capital's 13F filing for Q3 2024, filed 16 Oct 2024.