BFEC
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Benjamin F. Edwards & Company’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Benjamin F. Edwards & Company’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
-187
Closed -$14K – 1850
2022
Q1 		$14K Sell
187
-5,336
-97% -$401K ﹤0.01% 1301
2021
Q4 		$464K Buy
5,523
+67
+1% +$5.55K 0.02% 477
2021
Q3 		$422K Buy
5,456
+7
+0.1% +$551 0.02% 481
2021
Q2 		$423K Sell
5,449
-662
-11% -$50.8K 0.02% 479
2021
Q1 		$457K Sell
6,111
-3
-0% -$218 0.02% 481
2020
Q4 		$431K Buy
6,114
+566
+10% +$37.6K 0.03% 467
2020
Q3 		$347K Buy
5,548
+284
+5% +$17.2K 0.02% 470
2020
Q2 		$288K Buy
5,264
+336
+7% +$17.4K 0.02% 486
2020
Q1 		$218K Buy
4,928
+1,880
+62% +$101K 0.02% 496
2019
Q4 		$174K Hold
3,048
– – 0.01% 633
2019
Q3 		$166K Buy
3,048
+176
+6% +$9.66K 0.01% 607
2019
Q2 		$156K Buy
2,872
+836
+41% +$44.4K 0.01% 589
2019
Q1 		$104K Buy
2,036
+1,776
+683% +$87.4K 0.01% 676
2018
Q4 		$12K Hold
260
– – ﹤0.01% 1236
2018
Q3 		$14K Sell
260
-72
-22% -$3.67K ﹤0.01% 1185
2018
Q2 		$16K Buy
332
+64
+24% +$3.01K ﹤0.01% 1153
2018
Q1 		$12K Buy
268
+4
+2% +$188 ﹤0.01% 1216
2017
Q4 		$12K Hold
264
– – ﹤0.01% 1156
2017
Q3 		$11K Hold
264
– – ﹤0.01% 1135
2017
Q2 		$11K Hold
264
– – ﹤0.01% 1059
2017
Q1 		$11K Hold
264
– – ﹤0.01% 989
2016
Q4 		$10K Buy
+264
New +$9.82K ﹤0.01% 938

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

Benjamin F. Edwards & Company's IYC Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2022, closing a stake of 187 shares — an estimated $14K sold.

Benjamin F. Edwards & Company first reported a position in IYC in Q4 2016 and held it in 22 quarters. The position peaked at $464K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

  • Benjamin F. Edwards & Company reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 187 iShares US Consumer Discretionary ETF shares in Q2 2022, an estimated $14K.
  • Benjamin F. Edwards & Company first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and held it in 22 quarters.
  • Benjamin F. Edwards & Company's iShares US Consumer Discretionary ETF position peaked at $464K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.