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Wetzel Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-230
Closed -$18.9K – 512
2024
Q2 		$18.9K Hold
230
– – 0.01% 354
2024
Q1 		$17.7K Hold
230
– – 0.01% 396
2023
Q4 		$17K Buy
+230
New +$16K 0.01% 411

Other funds holding IYC

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Wetzel Investment Advisors's IYC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2024, closing a stake of 230 shares — an estimated $18.9K sold.

Wetzel Investment Advisors first reported a position in IYC in Q4 2023 and held it in 3 quarters. The position peaked at $18.9K in Q2 2024. 212 funds tracked by Wall St. Rank hold IYC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 230 iShares US Consumer Discretionary ETF shares in Q3 2024, an estimated $18.9K.
  • Wetzel Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $18.9K in Q2 2024.
  • 212 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.