Bell Rock Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Bell Rock Capital’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 Q1	–	Sell	-144	Closed	-$8K	–	181
2019 Q4	$8K	Buy	144 +4	+3%	+$222	0.01%	318
2019 Q3	$8K	Hold	140	–	–	0.01%	306
2019 Q2	$8K	Hold	140	–	–	0.01%	312
2019 Q1	$7K	Hold	140	–	–	﹤0.01%	348
2018 Q4	$6K	Hold	140	–	–	﹤0.01%	372
2018 Q3	$7K	Hold	140	–	–	﹤0.01%	374
2018 Q2	$7K	Buy	+140	New	+$6.59K	﹤0.01%	389

Other funds holding IYC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bell Rock Capital's IYC Position: Q1 2020 in Review

Bell Rock Capital sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2020, closing a stake of 144 shares — an estimated $8K sold.

Bell Rock Capital first reported a position in IYC in Q2 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 144 funds tracked by Wall St. Rank hold IYC as of Q1 2020.

Bell Rock Capital reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 144 iShares US Consumer Discretionary ETF shares in Q1 2020, an estimated $8K.
Bell Rock Capital first reported a position in iShares US Consumer Discretionary ETF in Q2 2018 and held it in 7 quarters.
Bell Rock Capital's iShares US Consumer Discretionary ETF position peaked at $8K in Q4 2019.
144 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.