Bedel Financial Consulting’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Bedel Financial Consulting’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	-220	Closed	-$17K	–	534
2022 Q1	$17K	Hold	220	–	–	0.01%	571
2021 Q4	$18K	Hold	220	–	–	0.01%	578
2021 Q3	$17K	Hold	220	–	–	0.01%	577
2021 Q2	$17K	Hold	220	–	–	0.01%	586
2021 Q1	$16K	Hold	220	–	–	0.01%	559
2020 Q4	$16K	Hold	220	–	–	0.01%	478
2020 Q3	$14K	Hold	220	–	–	0.01%	471
2020 Q2	$12K	Hold	220	–	–	0.01%	463
2020 Q1	$10K	Hold	220	–	–	0.01%	473
2019 Q4	$13K	Hold	220	–	–	0.01%	459
2019 Q3	$12K	Hold	220	–	–	0.01%	453
2019 Q2	$12K	Hold	220	–	–	0.01%	465
2019 Q1	$11K	Hold	220	–	–	0.01%	481
2018 Q4	$10K	Hold	220	–	–	0.01%	458
2018 Q3	$11K	Buy	+220	New	+$11.2K	0.01%	470

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Bedel Financial Consulting's IYC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 220 shares — an estimated $17K sold.

Bedel Financial Consulting first reported a position in IYC in Q3 2018 and held it in 15 quarters. The position peaked at $18K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 220 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $17K.
Bedel Financial Consulting first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and held it in 15 quarters.
Bedel Financial Consulting's iShares US Consumer Discretionary ETF position peaked at $18K in Q4 2021.
174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

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