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American Portfolios Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

American Portfolios 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
2022
Q3 		$104K Hold
1,783
– – ﹤0.01% 1342
2022
Q2 		$101K Sell
1,783
-450
-20% -$29.1K ﹤0.01% 1396
2022
Q1 		$168K Sell
2,233
-437
-16% -$32.9K 0.01% 1249
2021
Q4 		$224K Sell
2,670
-30
-1% -$2.48K 0.01% 1096
2021
Q3 		$209K Buy
2,700
+290
+12% +$22.8K 0.01% 1097
2021
Q2 		$187K Buy
2,410
+60
+3% +$4.6K 0.01% 1131
2021
Q1 		$176K Buy
2,350
+982
+72% +$71.5K 0.01% 1083
2020
Q4 		$96.4K Sell
1,368
-420
-23% -$27.9K ﹤0.01% 1171
2020
Q3 		$112K Buy
1,788
+364
+26% +$22K 0.01% 1017
2020
Q2 		$78K Buy
1,424
+84
+6% +$4.35K 0.01% 1095
2020
Q1 		$59.3K Sell
1,340
-1,776
-57% -$95K ﹤0.01% 1098
2019
Q4 		$178K Sell
3,116
-6,636
-68% -$368K 0.01% 789
2019
Q3 		$530K Buy
9,752
+116
+1% +$6.37K 0.04% 382
2019
Q2 		$524K Buy
9,636
+6,476
+205% +$344K 0.04% 377
2019
Q1 		$161K Buy
3,160
+500
+19% +$24.6K 0.02% 707
2018
Q4 		$120K Sell
2,660
-600
-18% -$29.2K 0.01% 668
2018
Q3 		$173K Buy
3,260
+236
+8% +$12K 0.02% 635
2018
Q2 		$146K Sell
3,024
-116
-4% -$5.46K 0.02% 676
2018
Q1 		$143K Sell
3,140
-336
-10% -$15.8K 0.02% 638
2017
Q4 		$156K Buy
+3,476
New +$148K 0.02% 589

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
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
QA
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

American Portfolios Advisors's IYC Position: Q3 2022 in Review

American Portfolios Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q3 2022 at 1,783 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

American Portfolios Advisors first reported a position in IYC in Q4 2017 and has held it in 20 quarters since. The position peaked at $530K in Q3 2019. 169 funds tracked by Wall St. Rank hold IYC as of Q3 2022.

  • American Portfolios Advisors held 1,783 shares of iShares US Consumer Discretionary ETF worth $104K as of Q3 2022.
  • American Portfolios Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q3 2022.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1342 holding.
  • American Portfolios Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Consumer Discretionary ETF position peaked at $530K in Q3 2019.
  • 169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.