1 NORTH WEALTH SERVICES LLC IYC Holdings History
1 NORTH WEALTH SERVICES LLC's iShares U.S. Consumer Discretionary ETF Holding Summary
As of 2025-06-30, 1 NORTH WEALTH SERVICES LLC held 615.00 shares of iShares U.S. Consumer Discretionary ETF(IYC), totaling $61,280.00. This investment constitutes 0.02% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0% of the outstanding iShares U.S. Consumer Discretionary ETF(IYC) stock.
The initial trade took place in 2024Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 1 purchases of IYC, at an average price of $93.43, for a total of 67,342.00 shares. In addition, there have been 2 sales at an average price of $95.41 for 66,727.00 shares. Based on historical transaction data and IYC's current price of $101.83, 1 NORTH WEALTH SERVICES LLC's estimated gain on his IYC holdings is $137,047.13, reflecting a 2.18% gain to date.
1 NORTH WEALTH SERVICES LLC IYC ($101.83) Holding Chart
1 NORTH WEALTH SERVICES LLC IYC ($101.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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