A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 4,878 shares of IYC stock, worth $502,677. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,878
Previous 4,177 16.78%
Holding current value
$502,677
Previous $401,000 21.2%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$79.19 - $99.64 $55,512 - $69,847
701 Added 16.78%
4,878 $486,000
Q4 2024

Feb 14, 2025

BUY
$85.96 - $101.28 $359,054 - $423,046
4,177 New
4,177 $401,000

Others Institutions Holding IYC

About ISHARES U.S. CONSUMER DISCRETI


  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.