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

ARS Wealth 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
2019 Q1	–	Sell	-5,692	Closed	-$257K	–	109
2018 Q4	$257K	Sell	5,692 -1,080	-16%	-$52.5K	0.09%	88
2018 Q3	$358K	Sell	6,772 -860	-11%	-$43.8K	0.12%	80
2018 Q2	$370K	Sell	7,632 -2,064	-21%	-$97.2K	0.13%	77
2018 Q1	$442K	Sell	9,696 -13,700	-59%	-$644K	0.16%	74
2017 Q4	$1.05M	Sell	23,396 -37,788	-62%	-$1.61M	0.39%	45
2017 Q3	$2.51M	Buy	61,184 +5,440	+10%	+$223K	0.97%	22
2017 Q2	$2.29M	Buy	55,744 +11,684	+27%	+$481K	0.92%	24
2017 Q1	$1.77M	Buy	+44,060	New	+$1.73M	0.76%	25

Other funds holding IYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARS Wealth Advisors's IYC Position: Q1 2019 in Review

ARS Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2019, closing a stake of 5,692 shares — an estimated $257K sold.

ARS Wealth Advisors first reported a position in IYC in Q1 2017 and held it in 8 quarters. The position peaked at $2.51M in Q3 2017. 169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

ARS Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2019 after selling out during the quarter.
ARS Wealth Advisors sold 5,692 iShares US Consumer Discretionary ETF shares in Q1 2019, an estimated $257K.
ARS Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2017 and held it in 8 quarters.
ARS Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $2.51M in Q3 2017.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on ARS Wealth Advisors's 13F filing for Q1 2019, filed 11 Jun 2021.