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

Transform Wealth’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 Q1	–	Sell	-9,620	Closed	-$729K	–	233
2023 Q4	$729K	Sell	9,620 -946	-9%	-$66K	0.07%	145
2023 Q3	$708K	Buy	+10,566	New	+$746K	0.07%	144
2018 Q3	–	Sell	-5,128	Closed	-$248K	–	207
2018 Q2	$248K	Sell	5,128 -17,036	-77%	-$802K	0.04%	194
2018 Q1	$1.01M	Sell	22,164 -73,580	-77%	-$3.46M	0.19%	139
2017 Q4	$4.29M	Buy	95,744 +7,400	+8%	+$315K	0.79%	36
2017 Q3	$3.62M	Buy	+88,344	New	+$3.63M	1.27%	14
2017 Q2	–	Sell	-79,960	Closed	-$3.22M	–	93
2017 Q1	$3.22M	Buy	79,960 +7,488	+10%	+$295K	1.2%	17
2016 Q4	$2.74M	Buy	+72,472	New	+$2.7M	1.09%	19

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Transform Wealth's IYC Position: Q1 2024 in Review

Transform Wealth sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2024, closing a stake of 9,620 shares — an estimated $729K sold.

Transform Wealth first reported a position in IYC in Q4 2016 and held it in 8 quarters. The position peaked at $4.29M in Q4 2017. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

Transform Wealth reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Transform Wealth sold 9,620 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $729K.
Transform Wealth first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and held it in 8 quarters.
Transform Wealth's iShares US Consumer Discretionary ETF position peaked at $4.29M in Q4 2017.
221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.