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Bivin & Associates’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Bivin & Associates’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 		$20K Hold
352
– – 0.02% 132
2022
Q1 		$26K Hold
352
– – 0.02% 125
2021
Q4 		$30K Buy
+352
New +$29.2K 0.03% 116

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

Bivin & Associates's IYC Position: Q2 2022 in Review

Bivin & Associates held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2022 at 352 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #132.

Bivin & Associates first reported a position in IYC in Q4 2021 and has held it in 3 quarters since. The position peaked at $30K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYC as of Q2 2022.

  • Bivin & Associates held 352 shares of iShares US Consumer Discretionary ETF worth $20K as of Q2 2022.
  • Bivin & Associates left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2022.
  • iShares US Consumer Discretionary ETF made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #132 holding.
  • Bivin & Associates first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares US Consumer Discretionary ETF position peaked at $30K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.