Aptus Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Aptus Capital 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
2021 Q1	–	Sell	-220	Closed	-$15K	–	539
2020 Q4	$15K	Sell	220 -800	-78%	-$53.1K	﹤0.01%	401
2020 Q3	$63K	Hold	1,020	–	–	﹤0.01%	344
2020 Q2	$55K	Sell	1,020 -800	-44%	-$41.4K	﹤0.01%	320
2020 Q1	$80K	Hold	1,820	–	–	0.01%	294
2019 Q4	$103K	Hold	1,820	–	–	0.01%	364
2019 Q3	$98K	Buy	+1,820	New	+$99.9K	0.01%	376

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

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

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aptus Capital Advisors's IYC Position: Q1 2021 in Review

Aptus Capital Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2021, closing a stake of 220 shares — an estimated $15K sold.

Aptus Capital Advisors first reported a position in IYC in Q3 2019 and held it in 6 quarters. The position peaked at $103K in Q4 2019. 206 funds tracked by Wall St. Rank hold IYC as of Q1 2021.

Aptus Capital Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
Aptus Capital Advisors sold 220 iShares US Consumer Discretionary ETF shares in Q1 2021, an estimated $15K.
Aptus Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2019 and held it in 6 quarters.
Aptus Capital Advisors's iShares US Consumer Discretionary ETF position peaked at $103K in Q4 2019.
206 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2021.

Based on Aptus Capital Advisors's 13F filing for Q1 2021, filed 6 May 2021.