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

ACG 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
2022 Q3	–	Sell	-3,268	Closed	-$185K	–	629
2022 Q2	$185K	Buy	3,268 +1	+0%	+$65	0.04%	254
2022 Q1	$245K	Buy	3,267 +1	+0%	+$75	0.05%	238
2021 Q4	$274K	Buy	3,266 +1	+0%	+$83	0.04%	270
2021 Q3	$252K	Buy	3,265 +1	+0%	+$79	0.03%	265
2021 Q2	$253K	Hold	3,264	–	–	0.03%	274
2021 Q1	$244K	Buy	3,264 +38	+1%	+$2.77K	0.03%	280
2020 Q4	$227K	Sell	3,226 -1,322	-29%	-$87.8K	0.03%	276
2020 Q3	$284K	Hold	4,548	–	–	0.04%	225
2020 Q2	$249K	Hold	4,548	–	–	0.04%	229
2020 Q1	$201K	Hold	4,548	–	–	0.04%	271
2019 Q4	$259K	Hold	4,548	–	–	0.04%	281
2019 Q3	$247K	Sell	4,548 -732	-14%	-$40.2K	0.04%	286
2019 Q2	$287K	Sell	5,280 -540	-9%	-$28.7K	0.04%	280
2019 Q1	$297K	Hold	5,820	–	–	0.04%	266
2018 Q4	$263K	Hold	5,820	–	–	0.04%	257
2018 Q3	$308K	Hold	5,820	–	–	0.04%	250
2018 Q2	$282K	Hold	5,820	–	–	0.04%	235
2018 Q1	$265K	Sell	5,820 -416	-7%	-$19.6K	0.04%	247
2017 Q4	$279K	Hold	6,236	–	–	0.04%	260
2017 Q3	$256K	Sell	6,236 -92	-1%	-$3.78K	0.04%	221
2017 Q2	$260K	Sell	6,328 -236	-4%	-$9.72K	0.04%	253
2017 Q1	$264K	Buy	6,564 +72	+1%	+$2.83K	0.05%	228
2016 Q4	$245K	Hold	6,492	–	–	0.05%	200
2016 Q3	$239K	Buy	+6,492	New	+$240K	0.05%	204
2015 Q4	–	Sell	-7,672	Closed	-$264K	–	229
2015 Q3	$264K	Hold	7,672	–	–	0.07%	165
2015 Q2	$275K	Hold	7,672	–	–	0.07%	173
2015 Q1	$277K	Hold	7,672	–	–	0.07%	175
2014 Q4	$264K	Hold	7,672	–	–	0.07%	173
2014 Q3	$239K	Sell	7,672 -14,768	-66%	-$462K	0.07%	169
2014 Q2	$693K	Hold	22,440	–	–	0.13%	113
2014 Q1	$675K	Sell	22,440 -2,016	-8%	-$60.6K	0.2%	102
2013 Q4	$742K	Buy	+24,456	New	+$709K	0.19%	97

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

ACG Wealth's IYC Position: Q3 2022 in Review

ACG Wealth sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2022, closing a stake of 3,268 shares — an estimated $185K sold.

ACG Wealth first reported a position in IYC in Q4 2013 and held it in 32 quarters. The position peaked at $742K in Q4 2013. 169 funds tracked by Wall St. Rank hold IYC as of Q3 2022.

ACG Wealth reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 3,268 iShares US Consumer Discretionary ETF shares in Q3 2022, an estimated $185K.
ACG Wealth first reported a position in iShares US Consumer Discretionary ETF in Q4 2013 and held it in 32 quarters.
ACG Wealth's iShares US Consumer Discretionary ETF position peaked at $742K in Q4 2013.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.