Access Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Access Financial Services’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
2022 Q2	–	Sell	-12,033	Closed	-$903K	–	109
2022 Q1	$903K	Buy	12,033 +67	+0.6%	+$5.04K	0.43%	66
2021 Q4	$1M	Sell	11,966 -2,093	-15%	-$173K	0.45%	66
2021 Q3	$1.09M	Buy	14,059 +83	+0.6%	+$6.53K	0.49%	64
2021 Q2	$1.08M	Buy	+13,976	New	+$1.07M	0.5%	64

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Access Financial Services's IYC Position: Q2 2022 in Review

Access Financial Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 12,033 shares — an estimated $903K sold.

Access Financial Services first reported a position in IYC in Q2 2021 and held it in 4 quarters. The position peaked at $1.09M in Q3 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

Access Financial Services reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Access Financial Services sold 12,033 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $903K.
Access Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q2 2021 and held it in 4 quarters.
Access Financial Services's iShares US Consumer Discretionary ETF position peaked at $1.09M in Q3 2021.
174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Access Financial Services's 13F filing for Q2 2022, filed 20 Jul 2022.