ARS Investment Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

ARS Investment Partners’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	-4,568	Closed	-$322K	–	142
2020 Q4	$322K	Hold	4,568	–	–	0.04%	94
2020 Q3	$286K	Buy	+4,568	New	+$276K	0.05%	86
2020 Q2	–	Sell	-6,444	Closed	-$285K	–	84
2020 Q1	$285K	Buy	6,444 +1,840	+40%	+$98.4K	0.07%	73
2019 Q4	$263K	Buy	4,604 +60	+1%	+$3.33K	0.04%	95
2019 Q3	$247K	Buy	4,544 +60	+1%	+$3.29K	0.04%	95
2019 Q2	$244K	Buy	4,484 +268	+6%	+$14.2K	0.04%	122
2019 Q1	$215K	Sell	4,216 -2,672	-39%	-$131K	0.04%	110
2018 Q4	$312K	Buy	6,888 +580	+9%	+$28.2K	0.07%	105
2018 Q3	$334K	Buy	6,308 +1,536	+32%	+$78.3K	0.05%	109
2018 Q2	$231K	Buy	+4,772	New	+$225K	0.04%	114

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

ARS Investment Partners's IYC Position: Q1 2021 in Review

ARS Investment Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2021, closing a stake of 4,568 shares — an estimated $322K sold.

ARS Investment Partners first reported a position in IYC in Q2 2018 and held it in 10 quarters. The position peaked at $334K in Q3 2018. 206 funds tracked by Wall St. Rank hold IYC as of Q1 2021.

ARS Investment Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
ARS Investment Partners sold 4,568 iShares US Consumer Discretionary ETF shares in Q1 2021, an estimated $322K.
ARS Investment Partners first reported a position in iShares US Consumer Discretionary ETF in Q2 2018 and held it in 10 quarters.
ARS Investment Partners's iShares US Consumer Discretionary ETF position peaked at $334K in Q3 2018.
206 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2021.

Based on ARS Investment Partners's 13F filing for Q1 2021, filed 13 May 2021.