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

Beam 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
2020
Q2 		– Sell
-14,964
Closed -$663K – 154
2020
Q1 		$663K Buy
14,964
+5,144
+52% +$275K 0.66% 47
2019
Q4 		$560K Buy
+9,820
New +$545K 0.52% 61

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beam Wealth Advisors's IYC Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2020, closing a stake of 14,964 shares — an estimated $663K sold.

Beam Wealth Advisors first reported a position in IYC in Q4 2019 and held it in 2 quarters. The position peaked at $663K in Q1 2020. 167 funds tracked by Wall St. Rank hold IYC as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 14,964 iShares US Consumer Discretionary ETF shares in Q2 2020, an estimated $663K.
  • Beam Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $663K in Q1 2020.
  • 167 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.