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Barber Financial Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Barber Financial Group’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
Q2 		– Sell
-2,972
Closed -$223K – 162
2022
Q1 		$223K Sell
2,972
-1,589
-35% -$119K 0.03% 139
2021
Q4 		$383K Buy
4,561
+1,594
+54% +$132K 0.05% 111
2021
Q3 		$229K Buy
2,967
+4
+0.1% +$315 0.03% 148
2021
Q2 		$230K Buy
2,963
+4
+0.1% +$307 0.03% 142
2021
Q1 		$221K Buy
2,959
+3
+0.1% +$218 0.03% 133
2020
Q4 		$208K Sell
2,956
-2,076
-41% -$138K 0.04% 126
2020
Q3 		$315K Buy
+5,032
New +$304K 0.07% 100
2020
Q1 		– Sell
-3,656
Closed -$209K – 136
2019
Q4 		$209K Sell
3,656
-4,612
-56% -$256K 0.04% 140
2019
Q3 		$449K Sell
8,268
-248
-3% -$13.6K 0.1% 87
2019
Q2 		$464K Buy
+8,516
New +$453K 0.11% 84
2018
Q4 		– Sell
-9,136
Closed -$484K – 141
2018
Q3 		$484K Buy
+9,136
New +$466K 0.12% 76
2018
Q2 		– Sell
-12,552
Closed -$572K – 126
2018
Q1 		$572K Sell
12,552
-2,252
-15% -$106K 0.15% 75
2017
Q4 		$663K Buy
14,804
+8,844
+148% +$377K 0.17% 69
2017
Q3 		$244K Sell
5,960
-9,960
-63% -$409K 0.07% 87
2017
Q2 		$653K Buy
15,920
+10,060
+172% +$414K 0.21% 42
2017
Q1 		$236K Sell
5,860
-10,788
-65% -$425K 0.08% 72
2016
Q4 		$629K Buy
+16,648
New +$619K 0.23% 39

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Barber Financial Group's IYC Position: Q2 2022 in Review

Barber Financial Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 2,972 shares — an estimated $223K sold.

Barber Financial Group first reported a position in IYC in Q4 2016 and held it in 17 quarters. The position peaked at $663K in Q4 2017. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

  • Barber Financial Group reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 2,972 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $223K.
  • Barber Financial Group first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and held it in 17 quarters.
  • Barber Financial Group's iShares US Consumer Discretionary ETF position peaked at $663K in Q4 2017.
  • 174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.